cancel
Showing results for 
Search instead for 
Did you mean: 
Sunny1
Level 2

How to add accountant

Hi I tried to add accountant (user) but as follow below steps

  1. Select the Gear icon at the top, then Manage Users.
  2. In the Accounting firms section, select Invite Accountant.

I am unable to see Accounting firms section ..
I got Time tracking only option to select. Is it the option I need to add accountant ?

Please advice 

Thanks

10 Comments 10
Catherine_B
QuickBooks Team

How to add accountant

You are following the correct steps in adding your accountant, Sunny1.

 

It could be that you only have the Time tracking access that's why you can't see the Accounting firms tab. Only the Master admin and the Company admin have the option to add users as well as accountants.

 

Check out this article for more details on how to manage an accountant user

 

Let me know if you have other questions. I'd be glad to help!

Nim
Level 1

How to add accountant

I have the same problem and I AM the Master Admin, and the only user.

 

Maybe there is a software problem with the latest release?

ShiellaGraceA
QuickBooks Team

How to add accountant

Hi Nim,

 

Let's check to see if it's a browser-related issue. Sometimes it causes the unexpected behavior of QuickBooks Online. To do it, just press CTRL+SHIFT+N on your keyboard and access your account. Then, try inviting your accountant again.

 

If you can see the Accounting firms tab, you'll have to go back to your regular browser and clear the browser's cache.

 

If you still can't see the tab, please contact our Customer Care Support so we can investigate further and create a case for you. Click on (?) Help, and then Contact us to get our number.

 

You can reach out to us anytime if you have other questions. The Community is always here for you.

Sunny1
Level 2

How to add accountant

Hi, 

I am not able to get Accounting firms section, Under manage user > Add user > showing Standard user, Company Admin options and Time tracking only options available.

 

My package is Essentials 

  • For three users, plus your accountant

It's have accountant then why only time tracking option no accounting firm section. (See image attached)

 

Thanks

Anonymous
Not applicable

How to add accountant

Hello Sunny1, 

 

Thanks for giving us some more information.

 

I've got you a screenshot on where to add an accountant. From the Manage users page, click on the Accounting firms

 

1.PNG

 

Let us know if you have any questions. Thanks! 

Regina_Lend_A_Hand_Accounting
Level 9

How to add accountant

Are you asking how to find an available accounting firm, or do you already have one that you want to send an invitation to?

Sunny1
Level 2

How to add accountant

Hi

Under Manager users only showing Add users don't have any  Accounting firms tag on it see screen shot. 

My package is Essentials 

  • For three users, plus your accountant
Sunny1
Level 2

How to add accountant

I am not able to see Accounting firms tag in Manage account screen only showing Add user. 

 

My package is Essentials 

  • For three users, plus your accountant
JenoP
Moderator

How to add accountant

Hi there, Sunny1.

 

I checked the list of our open alerts and I can't see any similar cases at the moment. In this case, I would suggest reaching out to our phone support so they can double-check what's causing the issue.

 

Here's how to reach out to them:

 

  1. Click the Help menu in the upper-right hand corner of QuickBooks.
  2. Click Contact Us.

Visit us again in the Community if you have other questions.

Regina_Lend_A_Hand_Accounting
Level 9

How to add accountant

Make sure you are logging in online and not with the desktop application and use the Chrome browser.

Need to get in touch?

Contact us