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Mashal Panjwani
Level 1

Quickbooks online invitation

I have received an invite from my client based in the UK .. whenever I try to accept the invite and fill in my login info its redirects me to make a new firm account 
Why can't I accept my invitation? 

8 REPLIES 8
ChristieAnn
QuickBooks Team

Quickbooks online invitation

Hi there, Mashal.

 

Let me provide details on how the client's invitation works in QuickBooks. I'll also ensure you can accept this without prompts so you can manage their books accurately.

 

When accepting a client's invitation to add you as an accountant, make sure you have the same QuickBooks region as the client's. That being said, I recommend ensuring that you utilize the QuickBooks Online Accountant UK to accept the invitation effectively. Otherwise, you may have been routed to create a new account because you utilize a different nation, such as the US or ROW.

 

However, if you also use the UK version, ensure your client sends the invite to the correct email address. It should be the one tied to the user ID you use to sign in and enter the correct information.

 

Here's how:

 

  1. Open the invite email.
  2. Select Accept Invitation.
  3. Sign in with your existing user ID and password.
  4. If you see your client’s account listed in the Clients tab, you’re all set to manage their books.

 

If the issue continues to occur, there may be a web browser issue. You can open this article on how to fix this: What to do if you can't accept client invites in QuickBooks Online Accountant

 

Lastly, refer to this article if you need steps on how to update clients' info so can keep their data up-to-date: Manage clients in QuickBooks Online Accountant.

 

If you require additional assistance managing your client's account, you're always welcome to leave them in the comments below. We're looking forward to helping you further. Have a good one, Mashal.

Mashal Panjwani
Level 1

Quickbooks online invitation

I tried changing region and all .. still cannot accept the invitation 
PLease help 

AileneA
QuickBooks Team

Quickbooks online invitation

I appreciate all the efforts you've exhausted to get this working, Mashal. 

 

Don't worry, I'll provide another solution on how to handle that situation. Since changing regions isn't still able to accept the invitation.  

 

Let's take a look at your web browser to see if that's causing any issues. Sometimes, browser issues can affect the performance of certain features. Open the invite manually

 

  1. Open the invite email.
  2. Right-click the Accept Invitation link and copy the web address.
  3. Open a new private web browser. In Google Chrome, this is called an Incognito Window. For other browsers, it's a Private Window or Private Browser.
  4. Right-click the address bar and paste the copied web address.


If you're an accountant looking for more information about the features and how to manage billings, this article is definitely worth a read. It covers all the important topics and provides helpful tips to make your job easier: Use accountant tools and features in QuickBooks Online Accountant.

 

Please browse through the articles below. To know how many accountants can be added to your subscription and manage accounts in QBO. 

 

 

I just wanted to make sure you're all set with your concerns regarding accepting the invitation. If there's anything else I can do to assist you, please don't hesitate to let me know. I'm here to help make your life easier so that you can focus on your business. Do keep me updated on how everything goes on your end, and if there's anything else you need, feel free to reach out. Wishing you a wonderful day!

Fiat Lux - ASIA
Level 15

Quickbooks online invitation

@Mashal Panjwani 

You have a QBO Accountant Global account, correct?

You need to signup for a new QBO Accountant UK account with another email address to proceed.  

Mashal Panjwani
Level 1

Quickbooks online invitation

Hi, 

Thanks for the help 

By any chance is there any way we can have a Zoom call just for a couple of minutes 

Fiat Lux - ASIA
Level 15

Quickbooks online invitation

Zoom call with whom? Their Support team doesn't offer such service.

Did you encounter any issue when signing up for a new QBOA UK account?

https://quickbooks.intuit.com/uk/accountants/online/

 

Mashal Panjwani
Level 1

Quickbooks online invitation

I work as a freelancer and for that clients send invite to work as their accountant .. So their is no need for me to have a paid account, but this time I am unable to accept invite 

I am asking for a Zoom call with anyone who is experienced so that person can guide me and help me to solve this issue 

Ashleigh1
QuickBooks Team

Quickbooks online invitation

Hello Mashal Panjwani,  are you getting any error messages or anything when you try to accept the invitation? You can call the help line on 0808 234 5337 and the line is open mon to fri 8am to 7pm and the agent on the phone can set up a screenshare with you to see what is going on. 

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