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quickbooks self employed

accountants access

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how does a client give access to QBO self-employed?

instructions from quickbooks:

Invite an accountant

Sign in to QuickBooks Self-Employed.

Select your profile ⚙ icon.

Select Accountant.

In the Invite your accountant field, enter your accountant's email address. Then select Send invite.

Select Done.

 

however 'Accountant' section is missing from our client's menu - anyone got any ideas how to get around this. QBO support bloody useless!

Replies (7)

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By janelm
04th Jun 2021 13:31

If they are signed up through Apple app store/Itunes account then they are not allowed more than one user and not allowed an accountant user. Something to do with the licensing agreement between Apple's app-store and Qbooks.
I have got a couple of clients to change their own QB SE billing from Apple to Intuit (they have to do this first), and then the option should be available to invite an accountant (and then once you have access, you can change the billing to your accounting practice, if you want to).

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Replying to janelm:
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By frankfx
04th Jun 2021 14:33

janelm wrote:

If they are signed up through Apple app store/Itunes account then they are not allowed more than one user and not allowed an accountant user. Something to do with the licensing agreement between Apple's app-store and Qbooks.
I have got a couple of clients to change their own QB SE billing from Apple to Intuit (they have to do this first), and then the option should be available to invite an accountant (and then once you have access, you can change the billing to your accounting practice, if you want to).

never knew that

OP

why not contact QBO support.

another team member may know the answer, perhaps after a helpful hint from you

OP

Please let us know if and how you succeed

QBO community forums provide a spectrum of polssible solutions- goes to show that the software is over complicated to the point the the QB do not have a quick answer

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Replying to frankfx:
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By Crouchy
04th Jun 2021 14:47

we have contacted QBO support, as noted bloody useless

as its a self-employed account, they'll only deal with the client and this can only be done whilst logged into the account, there is no way to email in for support

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Replying to Crouchy:
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By frankfx
04th Jun 2021 17:58

Take out a quick books plan yourself.

Via apple.

Then see if you can link to your accountant!!!

Then enjoy a laugh with quick books support.

While emphasizing that the TV celebrity didn't suffer your frustrations with QBO support.

" Mr Kumar" could have a spin off act , the.... QB Experience. A seam worth mining?
Many of us would readily supply the scripts.

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By BudgetB
04th Jun 2021 18:27

As Janelm said, if they signed up to QB using the app then you can't have accountant access, if they signed up to it on a laptop then you can do. Absolutely useless and sums my opinion of Quickbooks as a whole!

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Replying to BudgetB:
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By janelm
04th Jun 2021 19:51

Suspect it’s deliberate as QB probably have to pay 20-30% of subscription to the App Store for being listed, assuming it’s similar to the various high profile ongoing App Store litigation cases in the press. By limiting features on the app version, they get some new clients initially from the App Store, who then go to an accountant, and we have to spend time asking them to move billing to Intuit. QB gets more money.

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Replying to janelm:
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By frankfx
05th Jun 2021 17:03

janelm wrote:

Suspect it’s deliberate as QB probably have to pay 20-30% of subscription to the App Store for being listed, assuming it’s similar to the various high profile ongoing App Store litigation cases in the press. By limiting features on the app version, they get some new clients initially from the App Store, who then go to an accountant, and we have to spend time asking them to move billing to Intuit. QB gets more money.

Yet it appears that the support team do not know the cunning/ too clever by half business model set in the Boardroom.

Likewise, trusted accountants ( valued by Intuit?) , are equally in the dark.

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