cancel
Showing results for 
Search instead for 
Did you mean: 
felipeqdrumond
Level 1

I gave my accountant access to my company but they can only see another company I have in my account, an account I didn't gave them access! Why is that?

 
Solved
Best answer May 23, 2019

Best Answers
SophiaAnnL
Moderator

I gave my accountant access to my company but they can only see another company I have in my account, an account I didn't gave them access! Why is that?

You're welcome, @felipeqdrumond. :smileywink: I'm pretty sure this will fix it. But if you bump into any troubles, just let me know. My colleagues and I are here to help you some more. Have a good day! :smileyhappy:

View solution in original post

3 Comments 3
SophiaAnnL
Moderator

I gave my accountant access to my company but they can only see another company I have in my account, an account I didn't gave them access! Why is that?

Let's make sure that you invited the accountant to the correct company, felipeqdrumond.

 

When you invite a user to your company file, they can only access a certain account where you added them into. This won't matter if you have multiple company files with the same login credentials.

 

I can only think of one thing why this happened. Probably, the other account was opened when the accountant was invited. This resulted to them accessing the wrong account.

 

Here's how to check if this is the case:

  1. Open the account that the accountant should be in.
  2. Click the Gear icon in the upper right-hand corner of the Dashboard.
  3. Under Your Company, click Manage Users.
  4. Go to the Accounting firms section and verify that the accountant is there.
  5. If not, open the other account which they have access to. Then, follow the same steps to check if their name appears in the Accounting firms section.

Now, you can remove the user from the wrong account so you can re-add them to the correct one. Here's an article for the steps to do these tasks: Invite or remove an accountant.

 

If you need anything else, just leave a reply and I'll get right back to you.

felipeqdrumond
Level 1

I gave my accountant access to my company but they can only see another company I have in my account, an account I didn't gave them access! Why is that?

Yes, they were added an accountant firm in the deprecated company so I removed them from both and send a new invitation from the company which is the current one. Hope this fixes the issue.

 

Thanks @SophiaAnnL !

SophiaAnnL
Moderator

I gave my accountant access to my company but they can only see another company I have in my account, an account I didn't gave them access! Why is that?

You're welcome, @felipeqdrumond. :smileywink: I'm pretty sure this will fix it. But if you bump into any troubles, just let me know. My colleagues and I are here to help you some more. Have a good day! :smileyhappy: