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September 9, 2025
Question

Can I give access to my accountant without giving them "my" login details?

  • September 9, 2025
  • 1 reply
  • 2 views
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1 reply

QuickBooks Team
September 9, 2025

Yes, you can give your accountant access to your QuickBooks Self-Employed (QBSE) account without sharing your personal login details to help you manage your company file, Kristine.

 

Here's how:

 

  1. Go to the Gear icon and select Accountant.

  2. Choose the Invite Firm option.
  3. Fill in your Accountant's First name, Last name, and Email address in the appropriate fields.
  4. Click Save to send the invitation to your Accountant.

 

Once completed, your Accountant will receive an email invitation to log in or create an account and manage your file in QuickBooks Online Accountant.

 

For more details, you can check this article: Invite an accountant to review your books in QuickBooks Self-Employed.

 

If you have any further questions or require additional assistance, please add a comment below. We are here to help.