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sharonhoffman
Level 1

how do i add a second user to my self employed account to do book work

 
2 Comments 2
GilbertFox33
Level 3

how do i add a second user to my self employed account to do book work

QuickBooks Self-Employed doesn’t support multiple users, meaning you can't add a second user like you would in QuickBooks Online. One option is to share your login credentials with your bookkeeper, though this isn't ideal for security reasons. Alternatively, if you just need them to review transactions or prepare reports, you can export data (like transaction lists or profit and loss reports) and share those files separately.

Jessavell_A
QuickBooks Team

how do i add a second user to my self employed account to do book work

Gilbert is correct. QuickBooks Self-Employed (QBSE) is designed specifically for self-employed individuals, which means you can't add another user to your account, Sharon. However, you have the option to invite an accountant to review your financial records. Below, I'll provide a step-by-step process for doing so.

 

You can provide your accountant access to your company file and accounting information, allowing them to review and make necessary adjustments to your books. This also facilitates smoother collaboration, particularly during tax season. To invite your accountant, follow these steps:

 

1. Log in to QBSE account.

2. Click the Gear icon. Then, select Accountant.

3. In the Accountant email field, enter your accountant’s email address.

4. Click Send invitation.

5. Choose Text a code to verify your identity. This sends a verification code to your registered mobile number.

6. Enter the received code in the Verification code field, then click Continue.

Please note:

  • An invitation email will be sent to your accountant.
  • You will receive an email notification once your accountant accepts the invitation.
  • Once accepted, your accountant will have access to your accounts via QuickBooks Online Accountant.
  • If the invitation is not received, you have the option to click Resend invitation.

 

If you decide that you no longer require the services of an accountant, you can remove their access to your company file.

 

Moreover, if you need to add multiple users or require more sophisticated features for your bookkeeping, consider upgrading to QuickBooks Online. It provides enhanced capabilities along with advanced tools for financial management.

 

If you'll require additional assistance with inviting an accountant to QBSE, feel free to return to this thread and I'll respond as soon as I can. Take care.

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