qbteachmt
Level 15

"Two, my self-employed QB acct isn't the right type of QB to accept the invitation."

If you mean, you are operating peer level to your client, then No.

That's why I noted you should be using the Accountant's Portal. And that's free to use. There might be some minimum, such as having 5 online clients. I don't recall and I'm not current on the rules, anyway.

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