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Level 1

Hello, When I want to invite an accountant to my QB Online, I don't see an invite options under "Manage Users" tab. What should I do?

 
5 Comments
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Level 10

Hello, When I want to invite an accountant to my QB Online, I don't see an invite options under "Manage Users" tab. What should I do?

@franciscodelatorre 

 

Under the "Manage users" page from the Gear icon, you should see the "Users" tab and "Accounting firms" tab.

See the screenshot below for reference.  You can also invite your Accountant directly from the left Dashboard by selecting My Accountant tab.

 

Accounting-firms.PNG

 

 

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Level 1

Hello, When I want to invite an accountant to my QB Online, I don't see an invite options under "Manage Users" tab. What should I do?

Thanks for your reply! Unfortunately, I do not have a "My Accountant" tab in the left, nor it doesn't appear the "Accounting firms" tab in "Manage Users". Please see the screenshots below.

 

Any ideas?

 

Screenshot_3.png

screenshot_4.png

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Level 1

Hello, When I want to invite an accountant to my QB Online, I don't see an invite options under "Manage Users" tab. What should I do?

I do not have a "My Accountant" tab, and under "Manage Users" I do not see the "Accounting firms" tab. Please see the attached screenshot.

 

What should I do?

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Moderator

Hello, When I want to invite an accountant to my QB Online, I don't see an invite options under "Manage Users" tab. What should I do?

The US version of QuickBooks Online (QBO) has the Users and Accounting firms tabs, franciscodelatorre.

 

You might have the Global version of QBO based on your screenshots attached. In this version, accountants are added as a Company Admin. 

 

To add an accountant:

 

  1. Go to Settings () and select Manage users.
  2. Click on Add user and choose Company Admin
  3. Select This user is my accountant.
  4. Click on Next.
  5. Enter your accountant’s name and email.
  6. Click on Save.

You can also refer to this article to know more about adding an accountant in QBO Global.

 

To learn more about the different user types and levels of access in QBO, refer to this link: User types.

 

Let us know if you have further questions. We're here to help.

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Level 10

Hello, When I want to invite an accountant to my QB Online, I don't see an invite options under "Manage Users" tab. What should I do?

@franciscodelatorre 

@JaneD 

 

From your screenshot, it seems like you've got a Global version. You can only have one Accountant user which you've already invited per line 2 of your screenshot.

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