I'm here to ensure you're able to invite an accountant from your QuickBooks Online(QBO) account, @ashgopi. This way, it'll be much easier for you in managing your business and keeping your books accurate.
In QBO, you can add up to two accountants and only the master admin and accountant users can invite them. With this, you'll have to make sure you're using your master administrator's login credentials to perform the said process. Then, visit the Manage users page. For the detailed steps, here's how:
After that, your accountant will receive an email with instructions in accessing your QBO account.
QuickBooks lets you invite users to help you with your books. You can learn more about the maximum number of billable and accountant users by visiting this article: How many users can I set up?. It also contains tips on how to effectively manage your existing users.
When your accountant is able to access your account, there are specific reports intended for them. You're able to view the complete list in the For my accountant section from the Report menu's Standard tab.
Please let me know if you have other concerns. I'm just around to help. Take care always.
If you wish to invite an accountant into a QuickBooks Online company, the instructions provided above will be useful in doing so:
If you are having issues accessing the Manage Users screen, I would advise reaching out to our support team directly:
Please reach out if you require further assistance, our support team will be happy to assist.
I have followed the previous instructions to invite my accountant to Quickbooks.
However, it keeps looping me through a series of "Let's make sure you're you" checks and doesn't actually send the invite. Please Help!!!
We can do some browser troubleshooting first before we can add and invite an accountant user on your QuickBooks Online account.
First thing we'll need to do is to clear your browser's cache. Deleting browser's cache data helps to troubleshoot and helps increasing the loading time of web pages. After clearing cache, you can try to add and invite your accountant as a user. Make sure that you've deleted the old invite if it is still showing when you go to Gear icon and select Manage users.
You may check on this article on how to add an accountant to review your accounting in QuickBooks Online.
Hope this helps! Feel free to reply on this thread if you need any help.
We have a client with the same issue. They get stuck in a loop when trying to invite us to their QuickBooks. They have cleared all browser history. They have even tried using a different computer and still can't invite an accountant. We tried adding additional users in troubleshooting. We could add a standard user, but we weren't able to add an admin user. We ended up in the same loop of needing to verify identity.
Thank you for letting us know with the troubleshooting you've tried, @USBC.
Since your client is still unable to invite you as the accountant, I'd recommend contacting our Customer Care Support. With their tools, one of our specialists is able to let our engineering team investigate further what is causing this issue. Let me show you how.
I'm also adding this article for the steps you'll want to follow and understand what other users, you, and your client can invite: The Different Options for User Roles and Access Permissions.
You can always leave a comment below if you have any other questions other than inviting a user to the account. I've got your back. Take care and stay safe!