Skip to main content
May 19, 2020
Question

How do I link my accountant to my profile?

  • May 19, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

May 19, 2020

Hello Justwanttosurf, 

 

Welcome to the Community page, 

 

Can we ask what QuickBooks product you have is it one of our small business products or the self -employed product? 

June 4, 2020

Quickbooks Self employed

IamjuViel
June 4, 2020

Greetings, @HFL10.

 

You can add 1 accountant to your QuickBooks Self-Employed account. Let me guide you on how to do it.

 

Here's how:

  1. Go to the Gear icon.
  2. Choose an Accountant.
  3. Enter the accountant's email address in the field.
  4. Click Send invite.
    • A confirmation that the invitation was sent will appear.
  5. Select Done.

    z.PNG

Once completed, your accountant will receive an email invitation.  You can read through this help article for more insights about the benefits of letting your accountant manage your account: QBSE Benefits for accountants and their clients

 

Also, you can check these articles to help you get acquainted with QuickBooks:

You can always leave your comments below if you have other questions. I'm always here to help.