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king-demeterandc
Level 2

I don't have the accountant view

I don't have the accountant view. And I don't have "reclassify transactions" as primary admin and also admin on all my QBO accounts. Why? Where can I find this? Thanks.
Solved
Best answer August 06, 2021

Best Answers
Jen_D
Moderator

I don't have the accountant view

It's great to see you here, @king-demeterandc.

 

I can share some insights about the Accountant View in QuickBooks Online. You'll only get this view if you are invited as the accountant of the company file.

 

If you wish to have the QuickBooks Online Accountant's View, invite yourself using these steps:

 

  1. On your QBO profile, click the Gear ⚙️ icon and select Manage Users.
  2. Press Add User then go to the Accounting Firms tab.
  3. Use the Invite button to add your login credentials 
  4. Lastly, click Save.

 

Please note that you cannot use the same email to access the regular QBO interface and the Accountant's view. Once you accept the invite, your account will be upgraded to QBOA, unless you use a different credential for it.

 

Learn to manage your users and account using our Community guides below:

 

 

Thank you for visiting us today. If you have additional concerns about the program and QuickBooks Online, let me know how I can help in the comment section. Have a good day!

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3 Comments 3
Jen_D
Moderator

I don't have the accountant view

It's great to see you here, @king-demeterandc.

 

I can share some insights about the Accountant View in QuickBooks Online. You'll only get this view if you are invited as the accountant of the company file.

 

If you wish to have the QuickBooks Online Accountant's View, invite yourself using these steps:

 

  1. On your QBO profile, click the Gear ⚙️ icon and select Manage Users.
  2. Press Add User then go to the Accounting Firms tab.
  3. Use the Invite button to add your login credentials 
  4. Lastly, click Save.

 

Please note that you cannot use the same email to access the regular QBO interface and the Accountant's view. Once you accept the invite, your account will be upgraded to QBOA, unless you use a different credential for it.

 

Learn to manage your users and account using our Community guides below:

 

 

Thank you for visiting us today. If you have additional concerns about the program and QuickBooks Online, let me know how I can help in the comment section. Have a good day!

king-demeterandc
Level 2

I don't have the accountant view

Thank you so much! Followed your step and it worked :) !!! 

Jen_D
Moderator

I don't have the accountant view

You're welcome, @king-demeterandc.

 

I truly appreciate you reaching out back, letting us know what worked for you. I'm glad we're able to help you with your concern today. I enjoyed helping you out too!

 

I hope to lend a hand in future projects, as well. Just give me a mention anytime. Enjoy your weekend!

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