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Established Member

Allow my accountant to access my QuickBooks Self-Employed

Hi.

 

I have an accountant who looks over my book keeping in order to make sure I am putting things in the correct areas and splitting home office and main office details.

 

I am unable to find a way to add an accountant in the UK version.  It says in the community posts it can be done on the Us version but not the UK.  Surely this is a needed feature so our accountants can also get access when needed rather than having to share our username and password with them.

 

Regards,

 

Lee

3 REPLIES 3
Moderator

Re: Allow my accountant to access my QuickBooks Self-Employed

Hi there, MrLeeUK.

 

Yes, you can add your accountant in the QuickBooks Self-Employed (QBSE) UK edition. I'm here to help guide you through.

 

Here's how:

  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.

I've attached some screenshots to help you with the process.1.1.PNG

 

1.2.PNG

 

Then, let your accountant know to accept your invitation.

 

Just in case, I'm linking an article for your future reference: Getting started for QBSE.

 

That should do it. Let me know how it goes by leaving a comment below. I'll be here to keep helping.

Established Member

Re: Allow my accountant to access my QuickBooks Self-Employed

Hi.

 

I have done exactly what you said and I do not see that link

 

Screenshot 2019-06-12 at 00.07.49.png

 

Can you advise?

 

Regards,

 

Lee

QuickBooks Team

Re: Allow my accountant to access my QuickBooks Self-Employed

Hi @MrLeeUK,

 

Great day and thanks for providing us a screenshot. It seems like you're trying to add an accountant using a mobile apps.

 

Instead of using the apps, I'd suggest you use a web browser on your computer or launch a supported web browser on your phone. Then, try to check if the Accountant New is available under About you.

 

You can also refer to our help article: Invite an accountant in QuickBooks Self-Employed. It  will also guide you on how you can remove an accountant to your data in the future.

 

Feel free to message us again if you need anything else. We're always happy to attend your concern. Have a nice day ahead!