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KGLUANCH
Level 1

I use qbo for my own small business. I have a new client . They sent me a link as an accountant but I keep getting sent to my own books. How do I get access?

 
4 Comments
Jessica_young
QuickBooks Team

I use qbo for my own small business. I have a new client . They sent me a link as an accountant but I keep getting sent to my own books. How do I get access?

Well, this is strange, @KGLUANCH.

 

Let's open your QuickBooks Online (QBO) accountant account via a private or incognito browser. This way, we can see and check if this issue is caused by stored cache from the browser. Too much cache can cause unusual behavior and affect the views and performance of your QBO account.

 

To open a private or incognito window, you can follow these keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer & Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P 

If you're able to view the accountant tab via a private or incognito window, then you'll need to clear your browser cache. This will remove all the cache and helps your browser to function efficiently.

 

For additional reference in adding your accountant to your QBO account, check this article for details: Invite or remove an accountant.

 

You also may find this article on managing your users helpful: Add, delete, or change user access.

 

I'm only a post away if you need further assistance.  Have a great weekend!

KGLUANCH
Level 1

I use qbo for my own small business. I have a new client . They sent me a link as an accountant but I keep getting sent to my own books. How do I get access?

Hello,

 

Thanks for responding.  I don't use QBO accountant version.  I have QBO Essentials.  I was told I could access my clients via that account for free.   My client sent me an accountant link so that I could access her file.  Should they be sending me another link that is not accounting?   Or can you provide detail (including links) on how to access my client's files using Essentials not QBOA?

 

Thanks.

 

Fiat Lux - ASIA
Level 15

I use qbo for my own small business. I have a new client . They sent me a link as an accountant but I keep getting sent to my own books. How do I get access?

@KGLUANCH 

Open a QBO Accountant account for free with another email address. You should use it to manage your client account as accountant. 

AlexV
QuickBooks Team

I use qbo for my own small business. I have a new client . They sent me a link as an accountant but I keep getting sent to my own books. How do I get access?

Let me join this thread so I can share details about accessing client files, KGLUANCH.

 

The best way to access the client file through the Essentials plan is to let them add you as another regular user, not an accountant. Please check this link to see the user types in QuickBooks Online: User roles and access rights in QuickBooks Online.

 

Then, here's how they can add you:

  1. From the Gear icon, select Manage users.
  2. Click Add user and select a user type. Then select Next
  3. Select the access rights for the user. Then select Next.
  4. Enter the user’s name and email address. Then select Save.

 

Once done, you'll receive a new link you set up and confirm your login credentials. Please check this link for the detailed steps: Add and manage users in QuickBooks Online.

 

In addition, you'll want to accept the invitation to the accountant version. It won't charge you for using it.

 

Comment again below if you have more questions. Take care!

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