How do I invite an accountant?

I'll provide the step-by-step process to help you invite an accountant in your QuickBooks Solopreneur account for a smooth review of your books, Simply.

Inviting your accountant allows them to access your company file and accounting information, enabling them to review and make necessary adjustments. To invite your accountant, follow these steps:

1. Log in to your Solopreneur account.

2. Click the Gear icon on the upper left corner. Then, select Add accountant.

3. In the Accounting Firms section, enter your accountant’s email address in the Accountant's email field. Then, click Invite.

4. QuickBooks will send a verification code to your registered mobile number. Enter the received code in the Verification code field. Then, click Continue.

Please note:

• An invitation email will be sent to your accountant.
• You'll receive notification email once your accountant accepts the invitation.
• Once accepted, your accountant will have access to your accounts.

Additionally, if you need more advanced features for your bookkeeping, consider upgrading to QuickBooks Online. This platform offers enhanced capabilities and tools for better financial management. For details on what changes when you upgrade, read the article : Upgrade from QuickBooks Solopreneur to QuickBooks Online.

If you need further assistance with inviting an accountant to QuickBooks Solopreneur, feel free to return to this thread, and I'll respond as soon as I can. Have a great day.