How can a client access multiple QBO accounts when sent an invitation from me the accountant? QBO keeps defaulting to the first business account ID and password.
My client successfully established an ID and password for his initial business, from my invitation, a few months ago. Recently he established a new business. I created an account and sent him an invitation. When he tries to establish an ID and password for the new business QBO defaults to his initial ID ... and only allows him to access his original business. How can my client access his additional QBO account?
Allow me to share some information and help you access the Wexler & Assoc account via QuickBooks Online.
To better isolate the issue, as an initial step, you might want to open the account via the private window and see if you're able to access it from there.
Use these keyboard shortcuts depending on the browser you're using:
Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N
If you're able to access the account via the private window, let's clear the browser's cache. This removes the history or log of sites so you can start with a clean slate.
However, if you're still getting the same issue, I'd suggest getting in touch with your client and have them check your user access rights in QuickBooks Online.
Here’s what the Master Admin needs to do:
Click the Gear icon at the upper right corner.
Choose Manage Users.
Go to Accounting firms tab.
Have them review your access from there.
However, if you need to discuss sensitive information, you can call our dedicated team who will be happy to assist you. To reach us, please follow these steps:
Go to the Help menu at the upper right.
Select Contact Us.
Enter your specific payroll concern in the What can we help you with? box.
Click Let's talk.
Choose Get a callback.
Enter your contact info.
Select Confirm my call.
For your reference, check out the following write-ups below. This will provide you steps on how to restrict a user from accessing certain areas in QuickBooks as well as things to remember when adding an accountant: