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libmaninsurancegroup
Level 1

How do I get my transactions transferred to reports so I can email to CPA?

 
1 Comment 1
GlinetteC
Moderator

How do I get my transactions transferred to reports so I can email to CPA?

You can use the Export feature to get a list of detailed transactions into a CSV file, libmaninsurancegroup.
 

Exporting them will enable you to save and share it with your accountant for review. I'm sharing a screenshot for your visual reference:

 

As an alternative option, you can invite your accountant to access your QuickBooks company file and make any necessary corrections . Here's how:
 

  1. Log into QuickBooks Self-Employed.
  2. Click on Settings ⚙, then choose Accountant.
  3. Type your accountant’s email address into the Accountant email field.
  4. Click Send invitation.
  5. Choose Text a code for identity verification, which will send a code to your registered mobile number.
  6. Enter the Verification code in the specified field, then click Continue.
    Note:
    a. This emails an invite to your accountant.
    b. You’ll get an email notification once they accept the invite.
    c. After they accept it, they can access your accounts through QuickBooks Online Accountant.
    d. If they don’t receive the invite, you may select Resend invitation.

 

I'm providing an article as well in case you need to recategorize the transactions once they're imported: Categorize transactions in QuickBooks Self-Employed

 

If you have any additional questions, don't hesitate to post them below.

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