You can grant your accountant access to your QBSE account by sending an invite directly from our platform, yyankeegirl. I'm here to help guide you through the process.
This feature is designed to streamline the process. It enables you to collaborate seamlessly with your accountant to review your books, ensuring that all financial records are accurate and up-to-date.
To send the invite, please follow the steps:
- Log into QuickBooks Self-Employed.
- Click on Settings ⚙, then choose Accountant.
- Type your accountant’s email address into the Accountant email field.

- Click Send invitation.
- Choose Text a code for identity verification, which will send a code to your registered mobile number.
- Enter the Verification code in the specified field, then click Continue.
Once your accountant accepts the invitation, they will have access to assist you with your accounting needs.
I recommend reading this article for more in-depth information: Invite an accountant to review your books in QuickBooks Self-Employed.
I've also included detailed guidance on how to review and download your transactions efficiently: Export transactions and get reports in QuickBooks Self-Employed.
If you require assistance with this process, yyankeegirl, please don't hesitate to reach out. We're here to support you every step of the way.