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Everything you need to know about banking in QuickBooks Online - Discover more
SH_C
Level 1

No option to add an accountant in user management screen

I am the master admin and want to add an accountant user. However in the screen there is no option to do that. See screenshot. What do I do?

 

 

5 REPLIES 5
RenjolynC
QuickBooks Team

No option to add an accountant in user management screen

I'll help you add your accountant, SH_C.

 

In some countries, the option to add your accountant is under the Company Admin user type.

 

Here are the steps:

  1. In the Manage Users page, click the Add User button above the Action column.
  2. Choose Company Admin, and put a check mark on the This user is my accountant box.
  3. Click Next.
  4. Enter the First name, Last name, and Email.
  5. Click Save.

I've added a sample screenshot for your reference.

 

Then, an invitation will be sent to your accountant's email address. This includes the instructions on how they can sign up to your company. 

 

Please keep me posted if you need anything else. We're always here to help you some more. Thanks.

 

Chris T
Level 1

No option to add an accountant in user management screen

There is no manage user link to click on, in order to add an accountant

EmmaM
QuickBooks Team

No option to add an accountant in user management screen

Hello Chris T

 

Alternatively on the left hand side of QuickBooks Online below accounting there should be an option called my accountant if you click on that and then  you should see the option to invite the accountant.

If you are using QuickBooks Self Employed or this does not work for you let us know

 

Emma

canadaehh
Level 1

No option to add an accountant in user management screen

Still doesn't work. There is no option to select a user type when add user is selected. 

ChristieAnn
QuickBooks Team

No option to add an accountant in user management screen

Hi there, canadaehh.

 

Welcome back to the QuickBooks Community. I'll share some details about selecting a user type when adding a user.

 

We received a report about unable to select a user type in the Manage Users section. Our product team is working to fix this as soon as possible, and we're unable to provide a workaround at the moment.

 

For now, I suggest contacting our QuickBooks Support Team, so they can add you to our notification list. This will help our engineers determine the number of affected users. You'll also receive an update through email once this has been resolved.

 

Please refer to this article to see different information about user roles and access permissions: User roles and access rights in QuickBooks Online.

 

I appreciate your time today. Please know that the Community and I have your back if you need help with QuickBooks. Here’s to your success in the years to come!

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