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conwaypa15
Level 1

add accountant option in settings

hi

I have been advised that I can add an accountant from the settings / profile drop down menu - it doesn't appear - is that because I haven't got the correct account subscription?

 

14 REPLIES 14
John C
QuickBooks Team

add accountant option in settings

Hi conwaypa15

 

Did you purchase the product through a 3rd party such as iTunes or Google Play?

conwaypa15
Level 1

add accountant option in settings

yes 

does that mean it is different? and I cannot add an accountant 

should I cancel and subscribe via website?

conwaypa15
Level 1

add accountant option in settings

iTunes subscribed 

John C
QuickBooks Team

add accountant option in settings

Hi conwaypa15

 

As you have subscribed to the product via iTunes you do not have the option to add an accountant. You could cancel the subscription and once the pending cancellation period has expired, as you pay a month in advance, contact us and we can migrate the billing to Intuit/QuickBooks and you will then have to option to invite an accountant, you will not loose any data that you have already added to the account.

Jack barker
Level 1

add accountant option in settings

Yes I did 

JoshDyton
Level 1

add accountant option in settings

Hi, i also do not have the option to add an accountant and i am using the official website through intuit with a self employed account, any help would be great as i am desperate to get my accountant on board.

GeorgiaC
QuickBooks Team

add accountant option in settings

Hello JoshDyton,

 

Does your subscription appear on your online bank statement as billed through Intuit, or another third-party provider such as Apple or Android? 

 

Thanks

 

 

JoshDyton
Level 1

add accountant option in settings

Sorry for the late response.

Okay its quite strange, I can't find anything on my bank statement about quick books or even money coming out for it, but when i check my quick books account online my card that is set up to that account is correct and i'm able to use the service?

I set my brother up the same way through the Intuit website and his shows on his statement as "QUICKBOOKSONLINE"

Becky29
QuickBooks Team

add accountant option in settings

Hello JoshDyton,

 

Could you check your subscriptions within your app store so we can clarify that its not been purchased through an app?

 

^Thanks ^Becky

JoshDyton
Level 1

add accountant option in settings

Hi Becky,

 

Yes you're right, the subscription is here in my google play app store.

 

Best Regards

 

Josh

JoshDyton
Level 1

add accountant option in settings

Do i have to delete my account and set it up through the site? also will i have to input all my transactions again if i do ?

GlinetteC
Moderator

add accountant option in settings

It's good to have you have back, fighttobreathe.

 

Yes, you may cancel your subscription using Google Play. Once the account is canceled, you can re-subscribe into the Intuit billing using the same account by logging in to your account via a browser.

 

On the other hand, you also need not to input all the transactions because the data will automatically be restored once you re-subscribe into the Intuit billing.

 

If you need further assistance with checking your account, you can contact our QBSE support. You can check it here: Contact QuickBooks Self-Employed Support.

 

I'd also recommend visiting our Community Help page for tips and articles that can help you in your future tasks in QBSE.

 

I'll always be here if you have any other concerns.

HB34
Level 1

add accountant option in settings

Has this been sorted yet? I have exactly the same issue when trying to give my accountant access. I can’t believe that this hasn’t been addressed. Most people these days will sign up through a phone or tablet. It’s how the app is designed to work! I am worried that I will lose all of my data if I cancel my subscription. 
thanks. 

Kurt_M
QuickBooks Team

add accountant option in settings

Hello @HB34, I appreciate you reaching out here in the Community. Here’s what I can do to help you.

 

I suggest that you send feedback to our app developers.

 

To send a feedback, here’s how:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Please feel free to add a comment on this thread if you have any additional questions or other concerns. Keep safe!

 

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