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February 14, 2020
Question

How can I email my expenses to my accountant?

  • February 14, 2020
  • 1 reply
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1 reply

February 14, 2020

Hi taylorscatering

 

If you are using one of the small business products and you have invited your accountant your accountant can send you a message to your QuickBooks account. They select your business on their client list > My Accountant > then in the reqyuests section they send you a message asking you to send them your expenses. Within your QuickBooks you will select   My Accountant from the menu on the dashboard > you will see the message > select shared documents >Upload. Your accountant has to send you the message first in order for you to upload your documents, you are unable to upload your expenses without first receiving the message from your accountant

If you are using the self employed product you do not have this feature and you will have to attach your expenses to an email.