How do I send a invite so my accountant can log into my QuickBooks account

Hi there,

I'm using Quickbooks Self Employed and the option to 'Manage Users' is not available so how can I invite my accountant to help me with my tax please?

Thanks,

Katia

Hi Katia, 

On QuickBooks Self-Employed, the option to add the accountant shows under the Cogwheel > My Accountant.

If you don't have this feature, it's likely that you're on billing with a third party such as Apple or Android, in which case we can offer a billing migration to Intuit which will unlock this feature for you. Please get back to us below if you require this - thanks. :)

Unble to send invitation mail, it toaster message like invitations mail, has been sent successully but it's not received.

Hi there, Bhushan.

I'll share details on why the invited accountant did not receive the email invitation. I'll also ensure that the indicated user receives and accepts the email on their end.

To start with, these are the possible reasons why the invited user doesn't see the invitation:

• The invitation might be in their junk or spam folder.
• The company’s email address is incorrectly formatted in the Company tab under Account and settings.
• The recipient’s mail servers might be blocking the email.
• The invitation may have already expired. Email invites expire 48 hours after they are sent.

To fix it, I recommend checking if your email address is correct.

Here's how:

1. Click the Gear icon and select Account and settings.
2. Go to the Company tab.
3. From the Contact info section, click the pencil icon ✎.
4. Even if it looks correct, carefully re-enter the company email address. Be sure not to use any extra characters or leave blank spaces before, within, or after the address.
5. Click Save and Done.

Once done, you have to make sure that the email recipient has an Intuit Account to prevent the user invite email from getting flagged as spam. Otherwise, the user needs to create an account with their desired email address.

Once everything looks good, you can resend the user invite. If the issue persists, you may open this artilcle to see another instruction to be taken to resolve this matter: What to do if invited users did not receive your email invitation in QuickBooks Online.

In case you need steps on how you can remove an accountant who is no longer needed in your company, you can read this article: Add accountant users in QuickBooks Online.

If you require additional assistance managing users' invitations in QBO, you're always welcome to leave them in the comments below. We're looking forward to helping you further, Bhushan. Have a good one.