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Intuit
10 helpful votes

How to invite or remove an accountant in QuickBooks Self-Employed

As a QuickBooks Self-Employed user, you can invite your accountant to access your company file and financial data through QuickBooks Online Accountant.

Invite an accountant

You can easily invite an accountant to have access to your financial and company data.

To invite an accountant:

  1. Go to Settings ⚙️.
  2. Under About You, select Accountant.Invite an accountant in QuickBooks Self-Employed
  3. In the Invite your accountant field, enter the accountant's email address.
  4. Select Send invite. A confirmation that the invitation was sent appears.
  5. Select Done.

The invitation is sent to the accountant. Once the accountant accepts the invitation, they are provided with access to your data through QuickBooks Online Accountant.

Remove an accountant

If necessary, you can remove an accountant's access to your data.

To remove an accountant:

  1. Go to Settings ⚙️.
  2. Under About You, select Accountant.
  3. Select Remove accountant.

The accountant is removed and no longer has access to your company file or financial data.

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