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bowenjoinery
Level 1

how do i send a invite to my accountant- i have no button that says accountant

 
1 Comment 1
ClaireSamanthaS
QuickBooks Team

how do i send a invite to my accountant- i have no button that says accountant

You can send an invitation to your Accountant by navigating to the Profile section through the Gear icon, Bowenjoinery.

 

Since you are not seeing the accountant button, you can clear your cache and cookies, which can accumulate and potentially cause conflicts or slow down your browser.

 

To have the best and most secure experience with QuickBooks, you can also use other supported and up-to-date browsers.

 

Here’s how you can send an invitation to your accountant:

 

  1. Sign into your QuickBooks Self-Employed account.
  2. Go to the Gear icon and choose Accountant under the Profile.
  3. From the Accountant tab, click Invite firm.


     
  4. Enter the necessary information and select Save.
     

Once completed, your accountant will receive an email invitation. You will know they have accepted your request when the status changes from Invited to Active.

 

You can refer to this article if you wish to update your user ID, password, email address, or phone number for security purposes: Update or change your Intuit Account sign-in information.

 

If you have any further concerns or need clarifications, we are here and ready to assist you promptly.