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L
luctrudeau
January 21, 2020
Question

[Feature Request] Add accountant in quickbooks self-employed Canada

  • January 21, 2020
  • 3 replies
  • 0 views

After talking with the Quickbooks support staff it appears that the feature of adding an accountant is not available in the Canadian version.

 

"unfortunatelly, for the Canada Region, is not possible to add the accountant to the QuickBooks Self-Employed accounts. "

 

This is a very important feature, please add this feature soon (before tax season would be great). This way the Canadian version will reach parity with the other regions. 

    3 replies

    J
    JamesM
    January 21, 2020

    Hi there,

     

    New product ideas and improvements are largely based on the feedback we get from users like you. 
     

    I'll be happy to send your feedback to our product developers. Since there's no estimated time-frame of when this feature will be available, I encourage you to also send feedback by clicking the Gear icon and looking for Feedback. Doing this will allow for our engineers to directly contact you with updates about your feature request. 

     

    Let me know if you have questions. If you need support regarding your account, please contact our support team using this link here. 

      L
      luctrudeauAuthor
      January 22, 2020

      Thanks for the quick response!

       

      "I encourage you to also send feedback by clicking the Gear icon and looking for Feedback."

       

      Great idea, only thing is I don't see "Feedback" when clicking on the Gear icon (I've included a screenshot of what I can see in that menu).

      C
      CEonIQ
      February 19, 2020

      Hello,


      I also need this feature and will be cancelling my subscription without it.


      Regards

        L
        LauraAB
        February 19, 2020

        Hello CEonIQ,

         

        Having an accountant on your side is a great way to ensure the integrity of your books and give you confidence when it comes to tax time. QuickBooks Self-Employed is a good tool keeping track of your invoices, expenses, and tax calculations. I can see how being able to have an accountant double-check those entries would be beneficial.

         

        Like my colleagues above, I encourage you to submit feedback about wanting to have the ability to connect with an accountant. If you need the steps again, all it takes is going to the Assistant feature and typing submit feedback. Choose the Feature request option from the prompts. We love hearing from customers about the way we can enhance the program to help you manage your books.

         

        Since being able to work with an accountant is so important to you right now, you could consider switching to QuickBooks Online. Whether you choose the EasyStart, Essentials, or Plus package, each has the option to add two accountant users. I'll leave you with a couple links below so you can learn more about user types and how QuickBooks Online works. The one thing to keep in mind if you wanted to use QuickBooks Online is that you would be making a switch and starting fresh in the program. The two don't have the ability to transfer data between one another.

         

        Here are those links I mentioned.

        I'm available should you have more questions. Don't be afraid to ask!

        S
        Steve sign
        February 1, 2025

        Hi there, I’m just wondering if anyone knows if they’ve added the feature to be able to add your accountant yet? I just tried to do it and don’t see anywhere where I can add the accountant. 

        T
        Trish_T
        February 3, 2025

        Hi Steve sign,

         

        Thanks for reaching out to us here.  QuickBooks Self-Employed is a single-user product, and for this reason, the option to add an accountant to your books isn't available.  You may want to consider switching to QuickBooks Online, designed for small businesses, and it includes the feature to invite and give access to an accountant. 

         

        Feel free to submit feedback directly to our QuickBooks Self-Employed product development team. You can do so by going to the Assistant menu, typing and entering "feedback", then following the prompts to share your thoughts with our engineers. 

         

        Reach out again, if you have other questions.  We would be glad to assist!

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