Currently, you cannot invite your accountant to QuickBooks Solopreneur. However, this feature is expected to become available soon.
QuickBooks Solopreneur is designed to help independent contractors and freelancers manage their finances efficiently, and the ability to collaborate with an accountant is a crucial upcoming enhancement.
Future Accountant Collaboration
While direct accountant access is not yet implemented, it is on the roadmap. Soon, QuickBooks Solopreneur subscribers will have the capability to invite their accountants directly to their files. This will streamline the process of sharing financial data and collaborating on tasks like tax preparation or financial review.
Accountants will also gain the ability to add QuickBooks Solopreneur customers directly through their QuickBooks Online Accountant (QBOA) platform. This integration will create a seamless workflow between solopreneurs and their financial advisors.
How Future Accountant Access Will Work
Once the feature is rolled out, here’s what you can expect:
- For Solopreneurs: You will likely find an option within your QuickBooks Solopreneur account to invite an accountant. This will probably involve entering their email address, similar to how accountant access works in other QuickBooks products.
- For Accountants: Accountants using QuickBooks Online Accountant will be able to initiate a connection with their Solopreneur clients, adding them to their client list directly within QBOA.
This upcoming functionality is designed to foster better collaboration and ensure your financial records are accurate and well-managed with professional oversight.
Accessing QuickBooks Solopreneur
Regardless of accountant access, QuickBooks Solopreneur is readily available through:
- The web browser interface.
- The QuickBooks Accounting mobile application.
This dual access ensures you can manage your business finances on the go, anytime, anywhere.
Summary of Accountant Access
Here’s a quick overview of the current and upcoming status for accountant collaboration:
| Feature | Current Status | Future Status (Expected Soon) |
|---|---|---|
| Solopreneur Invites Accountant | Not Available | Available |
| Accountant Adds Solopreneur | Not Available | Available (via QuickBooks Online Accountant) |
| Access Platform | Web, Mobile App | Web, Mobile App, QuickBooks Online Accountant |
This enhancement will provide greater flexibility and support for solopreneurs looking to work closely with their financial professionals.
