Invite an accountant to review your books in QuickBooks Self-Employed

It’s important to gather pertinent business-specific data, such as industry type, company size, and any unique requirements or preferences the client may have. This detailed information allows for personalized and targeted service delivery, ensuring that the client’s needs and expectations are fully understood and catered to. Once logged in, locate and select the ‘Clients’ tab within the QuickBooks Online Accountant interface to proceed with client management and settings. There are only a few steps in understanding how to add an...