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Apr 15, 2020 10:00 AM UTC
Solved

Can I use Simple Plan to send a link to my accountant?

I am currently on the Quickbooks Essential Plan, but I'm a single user and only need the basic features of Quickbooks.

I have compared the Simple plan and the Essentials plan and they offer near enough the same features for a one user setup. I do not need the ability to manage invoices from suppliers, etc.

The only thing I am worried about is if I downgrade to the Simple plan, will I still be able to send a "access?" link to my accountant so they can see my data to complete my corporate accounts - like they can with the Essentials plan.

Is my accountant considered another user on my plan, even though they do not use it day-to-day, only to see my financial figures come end-of-tax-year time.

Thanks for any help.

 

Fiat Lux - ASIA
Apr 15, 2020 10:15 AM UTC

If your accountant has a QBO Accountant account, she/he may access your account as accountant user, not a standard user.

3 replies

Fiat Lux - ASIA
Apr 15, 2020 10:15 AM UTC

If your accountant has a QBO Accountant account, she/he may access your account as accountant user, not a standard user.

Bluebag48Author
Apr 15, 2020 12:15 PM UTC

Thank you for your reply,

 

So if he doesn't have a QBA  can he access my accounts through my Simple account?  I'm just wondering if I needed to upgrade as I'm not gaining any benefit.

 

TIA

Fiat Lux - ASIA
Apr 15, 2020 12:45 PM UTC

QBO Accountant is free. No excuse for your accountant