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Level 1

Hi, I set up an account to practice and i sent a request for my accountant(myself), i accepted the request, but it doesn't show up in my accountant profile.

 
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QuickBooks Team

Hi, I set up an account to practice and i sent a request for my accountant(myself), i accepted the request, but it doesn't show up in my accountant profile.

Hi there, 

 

Running an accounting firm has never been easier now that you have QuickBooks Online Accountant! Testing the process for accepting a client invitation is a great idea, and it'll familiarize you with the process. If you've accepted the invitation and you're not seeing your test account in your firm's client list, there's a few troubleshooting steps you should try.

 

Clear the cache and cookies in your browser to remove any stored Internet files. These files can build up over time and cause bugs in QBO and other sites. It's important to clear them often in order to allow QuickBooks to run at it's best. Here's how to clear the cache and cookies based on which browser you're using: How do I clear my browser cache and temporary Internet files?

 

If the issue persists, try using Google Chrome's Incognito Mode. This is a private window that runs separately from the rest of the browser. It's a great way to diagnose browser issues. Here's more information about what that is, and how to use it: Browse in private. I also recommend trying another browser all together if this doesn't resolve things. 

 

If you've tried all the steps listed above and you're still not seeing the client account in your firm, please reach out to our tech support team directly. An agent will be able to do more extensive troubleshooting with you to get this sorted out. 

 

Have a great week.