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WAYPOINT
Aug 17, 2023 9:49 AM UTC
Question

Accountant cant see my mileage recorded on Quickbooks

Hi,

I have just discovered my accountant can't see any of my mileage entered on Quickbooks! All mileage has been entered manually dating back to 2021 April. I never used this before as I always used my own spreadsheet. 

How can they access what I see. Any thoughts please. 

1 reply

Ashleigh1
Aug 17, 2023 1:26 PM UTC

Hello WAYPOINT, thanks for posting on the Community page,  So accountants can't see the mileage entry of the MA client. Only the MA can view the entries. So you would have to export the mileage and send it to the accountant in order for them to see it. Accountants WILL NOT BE ABLE to see their clients trips, instead they will be able to download the info as a csv file and send it to them instead.

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