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Is there a way to set up QB Accountant like QB Self-Employed? Looking to separate personal and business bank transactions.

 
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Best answer 09-12-2019

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Moderator

Re: Is there a way to set up QB Accountant like QB Self-Employed? Looking to separate personal an...

Thanks for getting back to us, TimHartIsMe.

 

The way to get the firm set up is unavailable in QuickBooks Accountant. We're unable to change the interface of the dashboard.

 

I can pass along your feedback to our product developers. This way, they'll be able to know your sentiments.

They might consider adding this feature in future product updates that's beneficial to your business.

 

You can also visit our QuickBooks Blog for the latest news and updates.

 

If there's anything else I can do to help, just let me know. I'm just here to answer them.

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3 Comments
QuickBooks Team

Re: Is there a way to set up QB Accountant like QB Self-Employed? Looking to separate personal an...

Hello there, @TimHartIsMe.

 

I'll help ensure you'll be able to set up an accountant to your QuickBooks Online (QBO) account.

 

If you're referring to inviting an accountant to have access to your financial and company data, you can just follow these steps:

 

  1. Log in to your QBO account.
  2. Go to the Gear icon.
  3. Click on Manage Users under Your Company.
  4. On the Manage users page, go to the Accounting firms section.
  5. Click on Invite.
  6. Enter the accountant's details, then click on Save.

Once completed, the invited accountant will now be able to receive the invite through the email address entered and just have to click on Accept Invitation to accept the invite.

 

To learn more about adding or removing an accountant in QBO, you can check this article: Invite or remove an accountant.

 

In case you have any other QuickBooks concerns in the future, you can always read our help articles: Help articles for QuickBooks Online.

 

Let me know if you have any other questions about inviting an accountant, I'm just always here available to help. Wishing you continued success!

Level 1

Re: Is there a way to set up QB Accountant like QB Self-Employed? Looking to separate personal an...

Thanks for the reply. However, I'm not trying to set up a new client account. I'm just trying to simplify things for my firm. Since it's just me, I'm self-employed. I have my QB Accountant dashboard, but the products for my firm are more than I need. I was wondering if there was a way to get the firm side set up more like a self-employed client.

Moderator

Re: Is there a way to set up QB Accountant like QB Self-Employed? Looking to separate personal an...

Thanks for getting back to us, TimHartIsMe.

 

The way to get the firm set up is unavailable in QuickBooks Accountant. We're unable to change the interface of the dashboard.

 

I can pass along your feedback to our product developers. This way, they'll be able to know your sentiments.

They might consider adding this feature in future product updates that's beneficial to your business.

 

You can also visit our QuickBooks Blog for the latest news and updates.

 

If there's anything else I can do to help, just let me know. I'm just here to answer them.

View solution in original post

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