QuickBooks Online Accountant has the option to invite a client, @info2146. Otherwise, you can also invite them as an accountant in your company.
The prompt message you've encountered could be due to an expired invitation link. To address this, we can ask your accountant to resend you an invitation so they can start managing your company.
However, if they have already done that and yet you still encounter the same prompt or error, we can perform the troubleshooting that will eliminate common problem with cloud-based applications like QBO.
To start, let's open your company file in a private or incognito window. This method will help us ascertain if the problem is related to the settings of your existing browser. Here's how to do it:
- Google Chrome, press CTRL + Shift + N
- Mozilla Firefox: press CTRL + Shift + P
- Internet Explorer: Press CTRL + Shift + P
- Safari: press Command + Shift + N
Once done, clear the cache in your regular browser to improve the application's performance. You can also try logging in to different browsers for the best experience.
Another way for your accountant to handle your company is to add them to your QBO account. For complete guidelines, you can refer to this article and perform within your account: Add accountant users in QuickBooks Online.
Referencing this article will enable you to effectively manage user roles, allowing you to restrict their access to specific tasks and data within QuickBooks Online: User roles and access rights in QuickBooks Online.
Please don't hesitate to reach out if you have any further questions about accepting invitations or accessing your account on QuickBooks Online. I am here to assist you. Take care.
