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rocknrolledicecr
Level 1

Where can I find a CPA on here?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Where can I find a CPA on here?

Archie_B
QuickBooks Team

Where can I find a CPA on here?

Hi there, rocknrolledicecr.

 

You can certainly look for a QuickBooks Certified ProAdvisor using the link provided by @Fiat above.  When you get to the page, you'll be able to enter your City or Zip code. This will show you all available accounting professionals in your area.

 

Once you get in touch with an accountant, you can grant them access to your QuickBooks Self-Employed company file as well as your accounting information. This allows them to go over your books and make any necessary changes. It also makes collaboration easier, especially during tax season.
 

Here's how:
 

  1. Log in to QuickBooks Self-Employed.
  2. Go to the Gear ⚙ icon, then hit Accountant.
  3. In the Accountant email field, enter your accountant’s email address.
  4. Select Send invitation.
  5. Click on Text a code to verify your identity. This sends a verification code to your registered mobile number.
  6. Enter the code in the Verification code field, then Continue.
    Note:

    a.  This emails an invite to your accountant.
    b.  You’ll get an email notification once they accept the invite.
    c.  After they accept it, they can access your accounts through QuickBooks Online Accountant.
    d.  If they don’t receive the invite, you may select Resend invitation.

 

I'm also including this article to learn how to remove their access and how to send them copies of your reports: Invite an accountant to review your books in QuickBooks Self-Employed.

 

If you have any further questions, please leave them in the comments section below. I'd be glad to assist you. Enjoy your day!

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