Thanks for informing us about your concern, Gulfcoastunited. I'm here to ensure you can add your accountant seamlessly.
Before anything else, is there a specific error message when you try to add an accounting firm to QuickBooks Self-employed (QBSE)? Knowing this would help us verify the situation and offer you the best solution for your concern.
In the meantime, you can log in to your account in a web browser through a private or incognito window to prevent accumulated data that may cause display problems, allowing you to start a clean slate when adding an accountant in QBSE.
You can refer to the following keyboard shortcuts below.
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
Alternatively, you can clear your cache to update any website preferences interfering with the program's functionality when adding an accountant to the program. You can also use another supported browser.
Furthermore, if you want to generate downloadable reports in QBSE or a detailed list of all your transactions, please check out this article to learn more: Export transactions and get reports in QBSE.
Seek assistance in this forum whenever you need guidance on adding an accountant in QBSE. This way, we can get back to you as soon as possible to address your concerns. Keep safe!
