It's great you've successfully set this up for another company, Nick. Let's delve into why the option to add a user for report viewing isn't showing up for you in another.
Please note that the reports-only user feature is available exclusively in QuickBooks Online Plus and Advanced plans. If you're not using one of these, you might consider upgrading your subscription.
Once upgraded, follow these steps to add a user who can view your company reports:
- Go to the Gear icon.
- Select Manage users.
- Click the Add user button.
- In the Roles section, click the drop-down menu and choose View company reports.
- Enter the necessary personal info for your new user.
Additionally, here's an article on the different user roles and access permissions: User roles and access rights in QuickBooks Online.
You might also want to add your accountant in QuickBooks. Here's a handy guide: Add accountant users in QuickBooks Online.
The Community is always here for you, Nick. Whether you're adding a team member or managing your transactions, we've got your back. If you have any more questions or need further assistance, feel free to reach out. Keep safe!