Thank you for reaching us, henry@pisanodest.
Let me show you how to grant your accountant access to the company file and accounting data in QuickBooks Self-Employed (QBSE).
Working with an accountant simplifies the process of reviewing your books, making necessary corrections, and resolving any tricky transactions. I'll show you how you can invite your accountant to your QBSE account,
Here's how:
- Log in to your QuickBooks Self-Employed account.
- Click the profile ⚙ icon.
- Select Accountant.
- In the Invite your accountant field, enter your accountant's email address, then Send invite.
- Hit Done.
Your accountant will then need to accept an email invitation before they can access your account through QuickBooks Online Accountant.
Use this article as a resource for more details: Invite an accountant to review your accounting in QuickBooks Self-Employed.
Additionally, you can check out this link and learn how to send your QuickBooks Self-Employed info to your accountant.
Please comment below and let me know how this goes. I'll be here if you require any additional assistance. Have a great week!