Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hey there, blake33.
By inviting your accountant to your account, you'll need to invite them by sending an invitation. You'll receive a code sent to your registered mobile number to verify your identity. After sending an invitation, your accountant will be able to receive an email notification. You'll also receive an email notification once they already accepted your invite.
Since you've mentioned that your accountant still can't access your account, there's a possibility that they didn't receive the invitation. Thus, ensure that you enter the accurate email address. You can also select Resend invitation if you're certain that all of the entered information is correct.
I'll drop this article for you to learn more about how to add to or remove your accountant from your account: Invite an accountant to review your books in QuickBooks Self-Employed.
Furthermore, you can also visit this website to see the basics of QuickBooks Self-Employed: Overview of QuickBooks Self-Employed.
We always have your back if you have some questions or clarifications regarding inviting your accountant.
I appreciate the response, but I've done all of that already. I did a fair amount of trouble shooting before posting here, which is why I've resorted to asking on this forum. I've resent the invitation, rechecked the email address, etc.
My accountant receives the email just fine. She is telling me that she can't access my files. She said something along the lines of "because she has a Quickbooks account already", she is unable to access mine. She initially said that I added her as a user, and not an accountant. I used the only option available to me, which is the "Accountant" tab in the interface. None of this is making any sense to me, and I have no idea how to fix it.
This is a pretty glaring error in your software. No one seems to be able to answer my question, and right now, Quickbooks is entirely useless to me if my accountant can't access it. Is there something I'm missing here?
With Quickbooks Self-Employed, shouldn't my accountant be able to have access? Why is this so complicated?
I appreciate the response, but I've tried all of that already. I did a fair amount of trouble shooting before posting here. I've checked the email address, I've resent the invitation several times.
My accountant is receiving the invitations, but she tells me she is unable to access my account. She mentioned something like "because she already has a Quickbooks account" she can't access mine. None of this makes any sense to me.
This is a pretty glaring error in your software. Quickbooks is entirely useless to me if my accountant can't access it. Is there some other common error or issue that I'm missing here?
This is incredibly frustrating. If my accountant can't access my info, I'll have no choice but to cancel my service and choose different software. We've been trying to fix this for a week now. Please advise.
I appreciate all the troubleshooting steps you've performed, blake33.
Since you're certain and verified that all the information you've entered is correct. Let's perform browser troubleshooting steps. This is to identify if it has something to do with your browser issue. Let's open your account using an incognito or private browser. This will allow you to test if the problem is related to your browser's cache. When you use incognito browsing, your browser doesn't save your search history, cookies, or site data, which can sometimes interfere with accessing certain websites.
To open an incognito window, you can typically use the shortcut key:
To check if the accountant can access your account, open the incognito window and access your login page. If your accountant can access it without issues, the problem may be related to your browser settings or extensions. In this case, I recommend clearing your browser's cache and cookies. This can help resolve any issues due to outdated or corrupted data stored in your browser. If that doesn't work, you could use a different browser altogether. Some popular options include Chrome, Firefox, and Safari. Remember that other browsers use various rendering engines and may handle websites or applications differently. Switching to a different browser may help you identify and resolve the issue.
If the same thing happens, I suggest contacting our customer support team. They have the necessary tools and help you understand why your accountant cannot access your account.
To reach them:
For detailed guidance on how to reach our Customer Support and their support hours, please refer to the following article: Contact QuickBooks Self-Employed Support.
Please know that you can always reach out to me here if you need further assistance with inviting accountants to QBSE. Thank you for using our Community, and we wish you continued success. Have a great day!
I’m having the exact same issue. Please let me know how this was resolved. Thank you
Thanks for looping in this thread, @Jacks78. Let's reach out to our representatives to get this figured out.
Before proceeding, have you tried following the suggestions shared by my colleague above? Are you using the QuickBooks mobile app or the website?
I recognize the convenience of allowing your accountant to access your QuickBooks account. This way, we can ensure your financial records are accurate. I'll show you how:
1. Go to the Help icon.
2. Select the Contact Us button.
3. Enter your concern, then press Continue.
I'm including this article so you can check our operating hours and contact us at your convenience: Contact QuickBooks Self-Employed Support.
Scan this article to learn how to resend an invitation to your accountant: Invite an accountant to review your books in QuickBooks Self-Employed.
Please extend your patience while our team works to correct this behavior. If you have any other QuickBooks concerns, add them below. I'll get back to you.
Hello there, Yondu13.
This isn't the kind of experience I'd wish you to have when inviting an accountant, and I can see how essential it is so the person can organize your data smoothly. I also appreciate your accountant for performing steps to fix the issue regarding the invitation. I'll ensure you'll be routed to the right team to help further resolve this concern.
I recommend contacting our QuickBooks Self-Employed Support Team. They're the best support group for such inquiries as they can request account information. This allows them to figure out why you're not receiving text verification and why your accountant keeps getting an error when attempting to access the invitation.
Here's how to reach them:
In case you need steps on how to remove an accountant if you don't want the person to have access anymore to your data, you can read this article: Invite an accountant to review your books in QuickBooks Self-Employed.
Feel free to comment if you have more questions about the feature or need more clarification. We'll be around to help you through your thread. Have a great day.
I'm in the same situation!!
My client sent me (I am the accountant) the invite. I immediately responded and set up my online accountant account (I'm new). When I go into my account, it does not show any clients.
I go back to his invite and click accept invitation but that does not lead me to a sign in page, instead it says create an account.
I have been on the phone with tech support for 2 hours today and no success. Yes I have cleared the cache, we checked all the email addresses, etc. Tech support doesn't see anything. Yet I cannot gain access to my client's account even though he has sent the invite.
Please help with this.
We appreciate you joining the thread, @LMM555.
Know that we see the urgency of this matter and that this isn't the experience we want you to have when using the program. We recommend getting in touch with our Customer Care Team again so they can check your case and supply you with the details you need to start managing your clients inside QuickBooks Self-Employed (QBSE). We'll write down the steps to get you going:
See this page to learn more about the support availability: Contact QuickBooks Self-Employed Support.
In addition, you can check this article to get reports inside the company file: Export transactions and get reports in QuickBooks Self-Employed.
You can click the Reply button below if you need further assistance managing clients inside the program. As always, we'll be here to help you out again. Stay safe.
Has anyone gotten this resolved?
very frustrating. We have also tried all these steps and our accountant is receiving the error message after successfully setting up everything on their end. There needs to be a solution to this!
I called QB customer service and was told that it’s been an ongoing issue but they can’t do anything from my side. I was instructed to have my accountant call their customer service because it was concerning their lack of access. My accountant (CPA) said that she has waited on hold for over 45 minutes in the past and she would have to charge me her hourly rate to call. She suggested instead that email her the reports she needed in order to do my taxes. It’s super inconvenient! And why am I paying $20.20 per month when the app isn’t working efficiently?!
Hello there, @top mechanical.
As per checking, there's an ongoing investigation about accountant users being unable to access their client's files in QuickBooks Self-Employed (QBSE). Rest assured that our engineers are prioritizing this issue so your accountant can get back to managing your books.
For now, I recommend reaching out to our customer support team so they can add you to the list of affected users. This way, you'll be able to receive email updates about the status of the investigation.
To do that:
In the meantime, you can export your transactions in QBSE, so you can send them to your accountant.
Additionally, QBSE matches your transactions to a line on your Schedule C each time you categorize them.
Please don't hesitate to visit us in the Community space whenever you need guidance about accountant access in QBSE. We're always here to assist. Take care.
Hello, I'm running into the same issue with adding our bookkeeper to our account. She has an existing quickbooks account and isn't able to view our account upon accepting the invitation. Is there un update on this issue being resolved?
Hi,
I'm having same issue adding our bookkeeper as accountant. We've tried adding her as an accountant and additional user and neither one works. Is there any update on fixing this issue?
I'll help you with how your accountant will have access to your account, Chinner1.
Normally, you'll only have to invite your accountant and follow the correct process so they'll be able to access your QuickBooks Online (QBO) account. You'll get an email notification once they accept the invite. Your accountant should check the email and make sure to click the link to access your account.
But, if they are still unable to log in, ensure to let your accountant follow the troubleshooting steps provided by my colleague @AileneA to fix the issue. However, if the same thing happens, I recommend contacting our support team so they can look into this and investigate further. They have the tools to pull up your account in a secure environment and check if some users are also experiencing the same problem. To do so, follow the steps outlined below:
Furthermore, QuickBooks Self-Employed helps you record self-income and expenses, track mileage, and prepare your Schedule C tax form. Learn the overview of how QuickBooks works for you, I've added this article for more information: Overview of QuickBooks Self-Employed.
You can always reply below if you have any other concerns when inviting an accountant. Please know the Community is always here to help you all the time.
I am having the same problem. Deleted the name of my accountant and re-invited. Accountant receives the invite, logs in and sees no data. I was told to have accountant speak to tech support and they were unable to help her. I then went to tech support and was told that my file was unstable and that if I paid $1200 (or $9/kb of files) I could have a total stranger repair the file remotely. This felt like extortion, especially as they "tried" to reduce the amount, because they're trying to be nice. I eventually accessed chat and was informed that there were no unstable files. What is going on??? I'm glad I didn't pay all that money to have someone fix something that didn't need fixing. Not once did anyone tell me that this was being looked into. What is the fix??
I understand the urgency of this matter to be fixed in order for your accountant to have access to your QuickBooks Self-Employed (QBSE) account, Drjen. Let me help you by routing you to our Customer Care support team, this way they'll create an investigation and look further into this matter.
Know that, the Community is a public forum, we can’t access any information in your account and give you the right actions towards the issue. With the help of our Customer Care support team, they can access your account in a secure environment and assist you with step-by-step guidance to solve the issue.
To reach our support team, you can follow the steps below:
Please know that any assistance from our support doesn't charge any payment as long as you have an active QuickBooks subscription.
Additionally, I suggest scanning this article to learn more about recognizing potential hoaxes and cons in QBSE: Identify suspicious activity, phishing scams, and potential fraud.
The Community is always here to lend a helping hand if you have any further inquiries concerning your invitation and accountant access in QBSE, let me know by commenting below. I’m just a post away.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here