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DOUGLAS HUDSON
January 11, 2022
Solved

How to invite my accountant

  • January 11, 2022
  • 2 replies
  • 0 views

I am using QB self employed and everyone says to go into the cog shaped icon by my profile name and select a heading “Accountant”.  Then invite your accountant - BUT !!!! There is no such heading option - only intuit accountant which gives me no option to invite anyone ……

This is so frustrating  - why is this ?

Anyone please help ?

many thanks 

 

  1.  
Best answer by emmam6

Hello Community Users! We just wanted to pop in and add an update to this thread 

We have listened and recognised the need for a quicker, more streamlined process for adding accountants on Self Employed Quickbooks accounts which are billed by Apple/Google. Customers can now, no matter their billing profile (Intuit, Apple or Google), easily invite their accountant in just a few clicks. All you need to do, is go to the Company Cog, and click on the Accountant (New) button.

Any questions feel free to ask here.

2 replies

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EmmaM
January 11, 2022

Hello Douglas, We can certainly look into why you are not getting the accountant invite option😊. Can we check do you pay your billing to Apple or Google Play?

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    DOUGLAS HUDSON Author
    January 11, 2022

    Hi there Emma 

    Thanks so much for your reply - i pay via apple  - am a self employed status  and has just come out £3.99 

    I saw on one of the feeds about trying browser in private mode - but nothing has any effect on the cog profile icon !!!!!!

    still no option to invite my accountant 

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    EmmaM
    January 11, 2022

    Hi Douglas, Thanks very much for your reply,  accounts billed by Apple do not have that option, the only way to have the accountant access would be to move your billing to Quickbooks by canceling it with Apple and then on the next bill date, signing into QB on a browser , it will then ask you to resubscribe and when you sign in after doing that you will then see the accountant option in the cog.

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    GeorgiaC
    January 11, 2022

    Hi Douglas, the best solution would be to cancel your subscription within the app store today - you'll then have access as usual to this until the subscription expires on your next regular bill date. After this, log into QuickBooks via the web and you'll automatically be re-directed to enter payment details to re-subscribe. The subscription will then be charged at our current standard rate of £8/mo. +VAT @ 20%. - there's no additional charge to add your accountant. 🙂

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    Graeme Watson
    January 16, 2022

    I am in the same boat Douglas, so thanks for looking into this.

     

    Quickbooks - get your act together. How UTTERLY RIDICULOUS. You are supposed to be a company that saves us time and money - not the polar opposite. Good grief. Who has time to faff about with subscriptions to make an icon appear. Very frustrating indeed.

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