Adding a 2nd Accountant to Company

GolfNut72 · ‎September 06, 2021

I am using QBO Accountant and I have a client who wants to add another accountant to his account, as an accountant.

I have gone into his account and clicked on Manage users and clicked on Accountant and completed the form and clicked on Invite and I get an error message that says I do not have permission to manage users. Your company admin can help you out.

First I am the accountant for this client's account and am doing this from the accountant side of QBO Accountant, I am also the admin for this client's account.

So, next, I logged into the client's account from the QBO login screen and attempted the same thing, and received the same error message.

I talked with QBO Support 2 weeks ago (8/24) and we spent a lot of time go through different steps, clearing cache, changing browsers, etc. and it still won't allow me to add another accountant to the account.

The next step was Support forwarded the ticket to 3rd level support (or something like that) to have the engineers resolve the issue. As of last Friday, I have received no follow-up email and have no idea if anything is being done about this case.

Has anyone else seen this problem or have any idea how to resolve it?

How do I contact support about this issue (I have a case #) without having to go through all of the steps I went through 2 weeks ago?

Thanks

EJ

Giovann_G · ‎September 06, 2021

Hi there, GolfNut72.

I appreciate your taking the time to contact our support and this is not the experience we want you to have. I can share another way of adding an accountant in QuickBooks Online.

QuickBooks allows a maximum of two accountants in a single QBO account. You can invite a second accountant if you are also the admin of your client's account.

As an alternative, if your client is the primary admin. I'd suggest letting them add the second accountant to their account. This helps us determine if this is an issue with your access or in the system. You can share these steps with your client.

Let them log in to their QBO account.
Go to the Gear or Settings ⚙️ icon.
Select Manage users.
Click the Accounting firm tab.
Choose Invite.
Enter the accountant's name and email address, then select Save.
An email will be sent with a link to sign in to your client QBO company.
The invited accountant will be asked to create a user ID if it's their first time. If they already have an account they only need to log in to their account.
Hit Next, then Finish.

Also, you can share this article with your client: Managing accountant users in QuickBooks Online. This contains detailed steps to add or invite an accountant in QuickBooks Online.

If the issue persists, I'd recommend contacting our QuickBooks Support again. They have the tools to pull up your account to check the status of your case number.

I've also got some resources that provide more details on managing your client in a QBOA account:

You're always welcome in the Community if you have further questions or concerns managing an account. We're here to help you.

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