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October 23, 2021
Question

How I share it to my accountant, pls?

  • October 23, 2021
  • 1 reply
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How i share it to my accountant pls

1 reply

Angelyn_T
October 23, 2021

 It's nice to have you here in the Community, Robert. 

 

If you're trying to share your file with your accountant, you can invite him or her to your account. From there, you're granting the accountant access to your financial records. I'll guide you on how.

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to the Gear icon, then select Manage Users.
  3. Tap on the Accounting firms tab.
  4. Select Invite.
  5. Enter your accountant's info and select Save.

 

Once done, the accountant needs to accept the invitation to access your books.

 

For additional reference, you can check out these links:

 

 

Otherwise, you may print or export your reports to Excel, then send them to your accountant. To learn more about customising, running, and sharing your reports, you can open these articles:

 

 

Aside from inviting an accountant, you can also add other users following the steps provided from this link: Add and manage users in QuickBooks Online.

 

If you're trying to share other data, let me know by adding a comment below. I'm always here to provide additional assistance. Keep safe!