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A
anthony_1988
January 14, 2020
Question

Adding accountant

  • January 14, 2020
  • 2 replies
  • 0 views

I have a self employed account but cannot seem to add my accountant to it. The option under setting (the cog) isn't shown.

 

Thanks

    2 replies

    G
    GeorgiaC
    January 14, 2020

    Hey Anthony, we've got back to you on Twitter to solve this! 

    D
    Donna199
    May 14, 2020

    Hi. Can you show me how to do this please? 

    C
    Charies_M
    May 14, 2020

    I'm glad you joined this thread, Donna199.

     

    I'd be happy to walk you through the steps on how to add an accountant in QuickBooks Self-Employed

     

    Here's how:

     

    1. Click on the Gear icon.
    2. Under About you, choose Accountant.
    3. Enter the accountant's email address.
    4. Select Send invitation.

     

    After clicking the Send invitation button, you'll see a message saying the invitation was sent. I've attached a screenshot for your visual guide:

    Your accountant will receive an invite were they have to confirm it.

     

    Also, I've got these articles for further insights about QuickBooks Self-Employed:

     

    You are always welcome to visit us again if you need help with something else. Have a good one.

    S
    sam mortimer
    November 21, 2021

    i am having an issue adding my accountant. The option is not under the settings cog on my account.

    MichelleBh
    MichelleBh
    November 21, 2021

    Happy to help you get the Accountant option in your QuickBooks, @sam mortimer. 

     

    Having an accountant for your business firm can save you time and assist you in bookkeeping. That's why I'm here to provide troubleshooting steps to ensure that you can add your bookkeeper seamlessly.

     

    If you're billed directly to Intuit QuickBooks Self-Employed, you should be able to see the Accountant tab under the Gear icon in your account. Before that, ensure that you perform this using a browser. Once confirmed and the issue persists, I'd recommend logging in to your account through an incognito window. Missing buttons or options in QuickBooks is usually the result of outdated or corrupted cache files in your web browser. This way, we can see if it's browser-related. 

     

    Here are the keyboard shortcuts:

    • Ctrl + Shift + N (Google Chrome)
    • Ctrl + Shift + P (Firefox)
    •  Control + Option + P (Safari)
    •  Ctrl + Shift + P (Microsoft Edge)

     

    From there, go back to your account settings to verify if the option is already there. If it works, return to your regular browser and press the CTRL+ Shift and Delete keys on your keyboard to clear the cache. 

     

    If you're billed via iTunes, the option to add an accountant is currently unavailable as you must be billed by Intuit. With this, I'd recommend directly messaging our Facebook and Twitter support to move your billing. You can use the links below to contact them: 

     

     

    Additionally, read the following articles below about how to manage your subscriptions and send data to your accountant:

     

     

    Please don't hesitate to tag my name in the comment section if you have follow-up questions about  your account. My doors are always open to help you again. Take care of yourself always, Sam. 

    E
    emmam6
    June 29, 2023

    Hello Community Users, we just wanted to pop in and update this thread. It is the case that now all users, no matter how they pay for the subscription will have in the settings cog of QuickBooks Self Employed an option to add an accountant user. If you find for any reason you do not have that option, please reply here and we'll look into it straight away. Thanks

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