qbteachmt
Level 15
03-12-2023
01:46 PM
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"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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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers