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samtab-omnidisc-
Level 1

I have just accepted a client invite, but dashboard has zero information - how can I activate/accept the invite so I can see banks/chart of accounts etc.?

 
1 Comment 1
JamesM4
QuickBooks Team

I have just accepted a client invite, but dashboard has zero information - how can I activate/accept the invite so I can see banks/chart of accounts etc.?

Hi samtab-omnidisc-,

 

It's great to learn your accountant has invited you to their account. I'll be happy to give you a hand so you can accept the invite and start working on the banking and the chart of accounts. QuickBooks makes it easy to navigate the program allowing you to get your work done faster.

 

Here's how to accept an invite: 

  1. Locate and open the invite email.
  2. Click on Accept Invitation.
  3. Log in with your existing user ID and password.

I encourage you to check out this helpful article with more info about accepting the invite. I encourage you to give this a try and let me know how you make out. I'll be one message away if you need anything else. 

 

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