I need to give my accountant access to QB. The problem is that I have looked up how to do that, and there are a few articles/ questions and replies, but they direct you to further articles and those links end in error messages. I did find one instruction (pasted below the line), but I simply don't have that option under the gear icon (attached) and cannot find anything like it under my Intuit account. Please can you help?
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I'll share with you the steps you need to take to invite an accountant to your QuickBooks Self-Employed (QBSE) company.
Given that your accountant has a QuickBooks Online Accountant (QBOA), follow these steps:
- Sign in to your QBSE company.
- Go to the Gear icon.
- Select Accountant.
- Enter your accountant's registered email address in the Invite your accountant field.
- Click Done.
You can also view this article: Send your QuickBooks Self-Employed info to your accountant. It has the steps on how you can send copies of your reports to your accountant.
Do you have other clarifications about this process? Post a reply below, and I'll get back to you.
