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mahin-themgoffic
Level 1

I have primary account in QB and i added accountant giving full accounts right. Entries passed in his books not reflecting in my quickbook, how to sync his QB with my QB

 
1 Comment 1
ShyMae
QuickBooks Team

I have primary account in QB and i added accountant giving full accounts right. Entries passed in his books not reflecting in my quickbook, how to sync his QB with my QB

Hello there, Mahin. Once you have added your accountant to your QuickBooks Online, they can access and make some modifications if necessary.

 

They can review your books, make corrections, and collaborate with you. When your accountant creates entries or inputs financial data into the system, it will be reflected on your end once you refresh your browser.

 

I also recommend verifying whether your accountant is making these transactions using your account rather than a different one. If you confirm this, let's troubleshoot together. Accumulated cache and cookies in the system can become outdated or corrupted, leading to unexpected behaviors.

 

Here are the keyboard shortcuts to use:

 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P
     


Return to your regular browser and clear your cache if the entries made by your accountant are reflected or synced. Feel free to switch to other installed supported browsers, which is a good alternative.

 

Moreover, I would like to ask what specific transactions are not syncing on your end. Any extra details will help me explore alternative approaches and provide a more targeted solution.

 

For additional reference, here are some helpful resources you can give to your accountant to help them better handle your company's information and keep everything organized.

 

 

I'm eager to hear how things worked out following the troubleshooting steps. Just tap the Reply button below, Mahin.