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angela-ventureac
Level 1

How does a client access their QuickBook account through their phone? It is set up but they aren't able to link up with the app to the desktop?

The account was set up on the desktop, and I know you should be able to link in with the accounting app. She tries and it says no company is set up with that email yet? We verified the email, and she downloaded QuickBook Accounting app. Not sure where to go from here?
4 Comments 4
Noelia Nievas
Level 4

How does a client access their QuickBook account through their phone? It is set up but they aren't able to link up with the app to the desktop?

Hi @angela-ventureac 

 

Having access to your Quickbooks account through the mobile app is a great tool. I am more than happy to help to get you moving on. 

 

We can do a few troubleshooting steps to fix this. This will help us keep the application compatible with your mobile OS.

  1. Restart your mobile phone and update it if necessary.
  2. Open again the QuickBooks app.

I'd like to know a few things if the same problem occurs. Are you using iPhone or Android? 

Tammy_H
QuickBooks Team

How does a client access their QuickBook account through their phone? It is set up but they aren't able to link up with the app to the desktop?

Hi angela-ventureac,

 

I know you want to assist your client by getting the mobile app up and running. They'll find the app is ideal for people on the go. I have a few troubleshooting tips that you can help them to check to get things operational.

 

If your client has no trouble logging in to their QuickBooks Online account through their internet browser, they may have downloaded the wrong app by mistake. Ensure they've downloaded the QuickBooks Online app rather than the app for QuickBooks Self-Employed. This article has the links to the correct version using the android or Ios app store: How to download the QuickBooks Online mobile app. It's also essential to make sure they've downloaded the mobile app's Canadian version and double-check that the user ID and password match what was used on the internet browser sign-in page. Have them uninstall and reinstall the app.

 

I'm confident this will fix the issue. If not, reach back out. Have a great day!

angela-ventureac
Level 1

How does a client access their QuickBook account through their phone? It is set up but they aren't able to link up with the app to the desktop?

Ni Noelia and Tammy, I believe she is using an apple phone. I had her delete the app, and reinstall the quickbooks app (Not the self employed app). I also spoke with the Intuit help desk earlier, and they mentioned that my Team Leader needed to add the client back onto the account with their email and send an invitation to join. I am waiting currently to see if this has resolved her issue with logging in.

Tammy_H
QuickBooks Team

How does a client access their QuickBook account through their phone? It is set up but they aren't able to link up with the app to the desktop?

That's great. Reach back out if the issue hasn't been resolved.

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