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Unfortunately, I don't believe you can.
Are you using QBO or QBOA = the Accountant portal? Your own QBO company should be one of the listings in your Client list.
I found these articles:
Integration function:
The OP says he's using QBO. In QBO, the accountant's books are listed under YOUR BOOKS and the accountant's firm is not listed under Clients as far as I can tell.
Would be good to find out if there's a way around because others have raised similar questions in the past.
@qbteachmtYes, these are the processes for clients' books but not the accountant's.
I know we discussed this before, and I see "my company" as well as Sample Companies provided to me for testing, assigned as "mine" and can manipulate them in both QBO and QBOA access. If I log into PTO, the integration is there that connects, as well, which seems to be a new feature.
Wonder if that's a feature that's available only on the test site because I don't see that on the live site.
@IntuitAustinCould you confirm if it is now possible to use Prep for Taxes with the accountants' own books? If so, how does the process work? Thanks!
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