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Adding an accountant

Once I've added an accountant to my Quickbooks self employed account, how much can they see/do?  Do they have access to my bank account?  Are they just able to classify transactions etc...?

3 Comments
Moderator

Re: Adding an accountant

It's nice to have you here in the Community, @lynn_felton.

 

Once you add or invite an accountant to your QuickBooks Self-Employed (QBSE), they'll be able to access your company file and financial data including bank accounts through their QuickBooks Online Accountant (QBOA).

 

To add or invite an accountant, here's how:

 

1. Go to the Gear icon at the upper right.
2. Pick Accountant under About You column.
3. Enter their email address in the Invite your accountant field.
4. Click Send invite, then select done once the confirmation appears.

 

I'm also including this article for additional information: How to invite or remove an accountant in QuickBooks Self-Employed.

 

This should answer your concern for today. Please let me know if you need anything else in the comment. I'll be here to help. Take care always.

Not applicable

Re: Adding an accountant

Thanks for responding.  So, she'll be able to see and do exactly the same as I can?

QuickBooks Team

Re: Adding an accountant

Hello there, @lynn_felton.

 

Please allow me to join the thread and help share additional information about adding an accountant to your QuickBooks Self-Employed (QBSE).

 

The accountant can access (add/view) transactions and reports on your company file. They'll also be able to view your banking page and accounts, however, for the security of your account, they can't modify your bank's login credentials nor access your online banking.

 

You may also check this article for more information about the benefits for accountants and clients: QBSE Benefits for accountants and their clients.

 

Let me know if you have any other questions about accountant access, I'll be always here to help you. Wishing you the best!

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