Thank you for bringing this matter to the Community, Lissa. You can add a new accountant by clicking on the Gear icon in your QuickBooks Online account. Let me provide you with the full steps to add one.
- Sign in to QuickBooks Self-Employed.
- Select the Gear icon, then select Accountant.
- In the Accountant email field, enter your accountant’s email address.
- Select Send invitation.
- Select Text a code to verify your identity. This sends a verification code to your registered mobile number.
- Enter the code in the Verification code field, then select Continue.
Once the invitation is sent, your accountant will receive an email prompting them to join. You will be notified via email once they accept the invitation. After acceptance, your accountant will be able to access your accounts through QuickBooks Online Accountant. If they do not receive the invite, you have the option to select Resend invitation.
Additionally, you can check this article for more detailed steps and additional information about adding a new accountant: Invite an accountant to review your books in QuickBooks Self-Employed.
I'll also include this article about schedule C categories and how to categorize transactions in QBSE: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.
Feel free to click the Reply button if you have further questions about adding your new accountant to QBSE. We'll be right here to help you anytime.
