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February 26, 2023
Question

Quickbooks Online Accountant - Sharing my books

  • February 26, 2023
  • 1 reply
  • 0 views

I am an accountant and I have a tax accountant do taxes for my business. Can I share my personal books (using Quickbooks Online Accountant) with my tax accountant? I only see how I share my clients books. 

1 reply

Rubielyn_J
February 26, 2023

It's a pleasure to have you here in the Community, @Erika27. Let me share some information about sharing books. 

 

You can add your tax accountant as a user with full access under your Firm Administration and Books. This way, they can manage your business's taxes. 

 

For your reference, please see the screenshot below: 

 

If you wish to edit a team member's info or update your team's permissions, you can check out this article: Add and manage your accounting team in QuickBooks Online Accountant.

 

Moreover, let me share these links to guide you handle your clients in your books: 

 

 

Feel free to get back in here if you have further concerns about sharing your books with your tax accountant. I'm always there to help. Take care always!