Quickbooks Link for preparer?

Forum|Forum|3 years ago
March 7, 2023
1 reply
16 views

Good afternoon,

I have a small business client who uses Quickbooks. He let me know that he added my email to quickbooks self-employed and it said it generated a link for me, but I have no idea how to retrieve it?

Does anyone know how to make this magic happen? 😉

Thank you,

Dawn

ProSeries Basic

This topic has been closed for replies.

Best answer by qbteachmt

That sends you an email invitation. If you didn't see it, check your Spam filter.

https://quickbooks.intuit.com/learn-support/en-us/help-article/accountant-access/invite-accountant-review-accounting-quickbooks/L4ba0qT8r_US_en_US

Do you use QuickBooks Online Accountant Portal? Are you trying to take that to ProSeries?

https://www.channelpronetwork.com/news/intuit-announces-quickbooks-online-accountant-integration-quickbooks-self-employed-and

https://http-download.intuit.com/http.intuit/CMO/accountants/accounting/2016/quickbooks/documents/qboa-qbse_faq_howto.pdf

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/importing-quickbooks-online-clients-proseries/L58bxjKKK_US_en_US?uid=leyoyzsu

qbteachmtAnswer

Level 15

That sends you an email invitation. If you didn't see it, check your Spam filter.

https://quickbooks.intuit.com/learn-support/en-us/help-article/accountant-access/invite-accountant-review-accounting-quickbooks/L4ba0qT8r_US_en_US

Do you use QuickBooks Online Accountant Portal? Are you trying to take that to ProSeries?

https://www.channelpronetwork.com/news/intuit-announces-quickbooks-online-accountant-integration-quickbooks-self-employed-and

https://http-download.intuit.com/http.intuit/CMO/accountants/accounting/2016/quickbooks/documents/qboa-qbse_faq_howto.pdf

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/importing-quickbooks-online-clients-proseries/L58bxjKKK_US_en_US?uid=leyoyzsu

Don't yell at us; we're volunteers

SensibleandHourlyAuthor

Level 6

Thank you!! What a week, I thought I had it figured out but two important things to know going forward. One, the links are only good for 24 hours. Two, my self-employed QB acct isn't the right type of QB to accept the invitation. Although, it would have been cool if they system could have just told me that. 😉

Now, I'm trying to figure out pricing to see if an upgrade makes any sort of sense at all, lol

Hope you're having a great weekend, Dawn

P

PamC

Level 6

I've heard from a few bookkeepers that they don't care for QB Online. But from my perspective as someone trying to get workable data to prepare tax returns, I really appreciate being able to go fetch information and seeing what's behind the numbers.

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