How can my accountant access my account? On Quickbooks Self-employed, I've sent the invitation using the "accountant" tab. My accountant still can't access my account.

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:

• Ctrl + Shift + N  for Google Chrome
• Ctrl + Shift + P for Firefox
• Control + Option +P for Safari

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:  

1. Click on Assistant at the top.
2. Type in Talk to Human.
3. Select I still need a human.
4. Please choose your preferred way to connect with our representatives.

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:

1. From your QBSE company, go to the Assistant tab.
2. Enter your concern about inviting an accountant.
3. Choose the way to connect to the support.

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:

1. Go to Help (?) and select Contact Us. If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
2. Enter “talk to a human”, then select Continue.
3. Select which way you want to connect with us.

• Have us call you - Get a call from a support expert.
• Chat with us - Start a conversation with a support expert.

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:

1. Go to Help (?) and select Contact Us.
2. Enter talk to a human, then Continue.
3. Choose a way to connect with us: Have us call you or Chat with us.

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.