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userkelvincfarley
Level 1

Hi I have QBSE and trying to give my accountant the ability to download how do I do that?

 
1 Comment 1
MaryLandT
QuickBooks Team

Hi I have QBSE and trying to give my accountant the ability to download how do I do that?

Let's invite your accountant so they can download your data in QuickBooks Self-Employed (QBSE), userkelvincfarley.

 

You can give your accountant access to your QBSE company file and accounting info. To do so, here are the steps you can follow:

 

  1. Go to this webpage https://uk.selfemployed.intuit.com/ and sign in to your account.
  2. Click on the Gear icon.
  3. Under About you, choose Accountant.
  4. Enter the accountant's email address.
  5. Select Send invitation.

     

We'll send an email to your accountant. After they accept it, they can access your account and download the data that they need.

 

I'm adding these links as a future guide:

 

 

Let me know if there are other things you need in QBSE. I'll be right here to help you if you have follow-up questions about giving access to your accountant.

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