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ashgopi
Level 1
posted
‎July 20, 2020 07:21 PM
last updated ‎July 20, 2020 2:21 AM

I need to give access to my accountant and need this ASAP Let me know or else i am going to cancel my subscription

 
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3 Comments 3
JoaoF
Moderator
Moderator
‎July 20, 2020 08:16 PM

I need to give access to my accountant and need this ASAP Let me know or else i am going to cancel my subscription

Welcome to the Community, @ashgopi.

 

 

To give your accountant access to your QBO company file, send them an invite by following these steps: 

 

  1. Go to Settings ⚙ and select Manage users.
  2. Select Accounting firms.
  3. Select Invite.
  4. Complete the required fields and select Save.

You can invite up to 2 accountants and doesn't count to your user limit unless the accountant is also the company's master administrator.

 

 

Also, here's a helpful video about How to Add & Manage Users For Your Company

 

 

If you have questions, please leave a comment below and I'd be glad to help. 

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ashgopi
Level 1
‎July 20, 2020 09:16 PM

I need to give access to my accountant and need this ASAP Let me know or else i am going to cancel my subscription

Hi ,

 

Manage users is disabled for me , can you please enable it ??

 

thanks

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Mark_R
QuickBooks Team
QuickBooks Team
‎July 20, 2020 11:24 PM

I need to give access to my accountant and need this ASAP Let me know or else i am going to cancel my subscription

I appreciate you getting back to us, @ashgopi.

 

There are different user types and levels of access in QuickBooks Online (QBO). You'll want to make sure that you are logged in as the Master Admin of the company so you can add your accountant to QBO. 

 

However, if you are the Master Admin of the company and can't access the Manage Users page, let's try logging in to your QBO account using a private browser. This way, we can check if it's a browser data issue.

 

Here's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox. 
  • Press Command + Shift + N for Safari. 

Once logged in, go back and try to add your accountant again to double-check. For more guidance, feel free to check out this article: Invite or remove an accountant.

 

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 

If you get the same result while using a private browser, I recommend switching to a different one. 

 

You might also want to read this article to know what are the different access for firm users: Different levels of access for firm users.

 

Please know that you can always visit our Community forums again if you have other questions with manage users. I am always here ready to help you whenever you reach out. Have a great day and take care always.

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