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jgrimm
Level 1

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

 
9 Comments 9
RCV
QuickBooks Team
QuickBooks Team

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

This is not the impression we want you to experience, jgrimm.

 

I've checked our records and there's no reported case where accountants not receiving an email invitation. We appreciate you for performing some troubleshooting steps to get this resolved. 

 

To avoid invitations being flagged as spam, we can add Intuit's email server hostnames to the allowed list. If they haven't received your email invitation, it's possible that their mail servers are blocking emails from Intuit. You can request that they add the QuickBooks Online email server hostnames and IP addresses to their email provider's allow list so that their invitation is not flagged as spam. For more information, see this article: What to do if invited users did not receive your email invitation in QuickBooks Online.

 

If the same thing happens, I recommend contacting our Customer Care team. They'll be able to access your account in a safe environment and look into what's causing this problem. Here's how it's done: 

 

  1. Click the Help (?) icon.
  2. Tap Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

 

 

Be sure to review their support hours so you'll know when agents are available.

 

Know that our door is open 24/7 if you need assistance performing specific tasks in QuickBooks. You can also utilize the REPLY button below if you have any additional QuickBooks-related concerns. 

Fiat Lux - ASIA
Level 15

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

@jgrimm 

Try a different email address. Does the same problem persist?

equitus
Level 1

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

I am having the same issues!  Clients are sending me the emails, however I am not receiving them!  I have been on with QuickBooks all day and still no resolve.  They keep saying the same textbook response!!

MariaSoledadG
QuickBooks Team

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

I can completely understand your frustration. Let's make sure you'll be able to receive the email invitation from your client, equitus.

 

Email is very important for communication. This allows users to send information that is necessary for business. Aside from that, emails are more beneficial for communication because they can often include text, documents, and multimedia.

 

There are several factors why you're not getting emails from your clients. If you've already checked your junk or spam folder and are unable to locate the invitation, the company’s email address may be incorrectly formatted in Company settings.

 

You'll want to check from the Account and Settings page if the email was entered in the correct format. To do so, you can follow the steps outlined below:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Under the Company tab, click the Contact info pencil icon to double-check the email address entered.
  3. Click Save and Done.

 

Another reason that may also affect the email issues is that this will usually expire after 48 hours from the time it was sent to you. You'll have to make sure that you'll be able to receive the invitation within the given time. You can let your client resend the email and check if you'll be able to receive it. 

 

To learn more about what you can do so you'll be able to receive email invitations from your clients, you can read this article. Then go through each step outlined so you can follow the process one by one: What To Do If Invited Users Did Not Receive Your Email Invitation In QuickBooks Online.

 

However, if the issue persists, I recommend reaching out to our support team so they can investigate further. They have the tools to pull up your account in a secure environment and check what's the root cause. Aside from they have the capability to handle complicated issues, and it's much quicker for them to send a report if it's necessary.

 

Moreover, learn more about how you can manage and customize user roles with the right permission. Read this article for more information: Add And Manage Users In QuickBooks Online.

 

Feel free to let me know if you have any questions when accepting the invitation. Remember, we're here to make sure you get covered. 

equitus
Level 1

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

Same useless bucket message!

GratefulDawg
Level 1

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

So does Quickbooks continue to pretend this problem isn't happening.  Who are giving these terrible answeres that presume it's user error vs an issue with QB's system.  The person who said they looked to see if any problems are reported really didn't have anything helpful.  This is a real problem for not just this person, but me as well.  I've done all the checks explained here and my email is fine and nothing is going to Spam.  Invites are resent to no avail and we are stuck in limbo with no accountant access to the books. 

 

I've had two clients recently not be able to send it to me at all.  This is still a prevalent issue.  Whoever has something offer here, please do not repeat the same canned responses the previous people have provided.  Please, work to find why we are experiencing these issues and presume the problem may be with Quickbooks instead of the user.  That would be a nice change in this caase.

CamelleT
QuickBooks Team

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

We value your time and want this sorted out for you, GratefulDawg.

 

Since you're having issues with your email invite to your accountant, I suggest contacting our Customer Support Team. They will help you check your account and further investigate the cause of this problem. Here's how you can reach them:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Click the Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion of your concern, then click Continue.
  5. Choose to Have us call you to connect with us.

 

Our customer support schedule for Plus, Essentials, and Simple Start users is from Monday to Friday, 6 AM to 6 PM PT, and Saturdays from 6 AM to 3 PM PT. If you are using the Advanced version, assistance is accessible 24/7.

 

Additionally, check out this article to help you add, manage, or delete user profiles in QBO: Add and manage users in QuickBooks Online.

 

Keep me posted if you have further concerns about email invitations in QBO. I'll be around to help you.

Lauren Wade
Level 1

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

I am having the same issue, how is this resolved? 

Jovelyn_M
QuickBooks Team

I have sent an invite to my accountant multiple times and he is not receiving. I have even deleted and resent a couple of times (He has already checked spam box) Any help

Thank you for being part of this discussion, Lauren.

 

Before we proceed, may I know if you've already tried the resolutions provided above? For example, have your accountants checked their spam folder, added Intuit’s email server hostnames to their allowed list, or accepted the invitation before it expired? It will also help to double-check the email address you entered or try sending the invitation to a different email.

 

If you've tried all the suggested resolutions and the invitation still hasn’t been received, I recommend reaching out to our  Live support team. They are equipped to securely review your account and guide you through the next steps. You can reach them directly through your QuickBooks software.

 

Here's how:

 

  1. Navigate to the (?) Help icon.
  2. Click Contact Us.
  3. Enter a short description of your concern and click Let's talk.
  4. Choose either Start messaging or Get a callback to get in touch with them.

 

You might also find this article helpful for future reference if you want to create and manage custom roles for your QuickBooks Online account: Add and manage custom roles in QuickBooks Online Advanced.

 

Feel free to reach out if you need further assistance.

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