posted
Hi,
I am an admin in Quickbooks Online and made another person an admin as well. However, when they try to create an account, they get a totally different New Account UI. When they are creating an account that is a subaccount of another account, sometimes it will not let them create when they try to select an account that the new account should be under, it will not let them select a parent account. When they click on the parent account, it goes back to nothing being selected.
My view:
His view that doesn't work sometimes:
Why is that? What can we do to make his view like mine or make it work properly?
Thanks.
Thank you for reaching out to us, @RTP Engineers.
It's possible your new admin's account was created after October 2021, which is why he gets a new UI when creating an account. It may also be that your new admin is in Business View. I suggest switching to the Accountant View to see if they can select the parent account.
If switching won't make difference, let's perform basic troubleshooting steps because the system occasionally behaves strangely when the browser frequently accesses pages. I recommend using an incognito window to access your QuickBooks Online (QBO). The keyboard shortcuts are as follows:
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
Additionally, let's clear the cache on your browser to start fresh or use another supported web engine to obtain the finest and most secure experience with QBO.
You can use these articles as reference to manage your accounts in QuickBooks Online:
- Change the type of an existing parent account or subaccount in QuickBooks Online.
- Reconcile an account in QuickBooks Online.
- Connect bank and credit card accounts to QuickBooks Online.
Leave a comment below if you have follow-up concerns regarding your accounts and preferences in QuickBooks Online. I'll be around to help. Keep safe.
