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Level 1

Once I give a client access, how to they log into QB online? It is sending them the invite, but when they accept the invitation, it says there is not an account set up

 
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Community Champion

Once I give a client access, how to they log into QB online? It is sending them the invite, but when they accept the invitation, it says there is not an account set up

That is very strange since the only way to invite users is from within an open, registered, fully functioning company file.

 

The link in the email should take them to a page to open their new intuit account if they dont have one yet.

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New Member

Once I give a client access, how to they log into QB online? It is sending them the invite, but when they accept the invitation, it says there is not an account set up

I'm having this same issue. Was this ever resolved?

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New Member

Once I give a client access, how to they log into QB online? It is sending them the invite, but when they accept the invitation, it says there is not an account set up

I'm having this same issue. Was it ever resolved for you?

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QuickBooks Team

Once I give a client access, how to they log into QB online? It is sending them the invite, but when they accept the invitation, it says there is not an account set up

Hello, ACTNowFS.

 

Thanks for chiming in this thread. Happy to lend a hand for you and your client, so they can access the QuickBooks Online company. I have a bunch of solutions to resolve this. 

 

You might want to ask your client to see if they have an existing account or not. If they don't have it yet, you'll want to let them create one. Just like what john-pero said, they will be redirected to the account creation screen if they don't have one yet (after opening the invitation email). 

 

Also, this might be an issue with the link itself. Try deleting and recreating the invitation email again to fix this. Here's how: 

 

  1. Go to the Gear icon, then choose Manage users.
  2. Under the Users tab, click the arrow icon beside the Resend invite link. 
  3. Click Delete.

 

 

Resend the invitation with the correct email address by clicking the Add user button. 

 

If they've forgotten their password, let them click on the I forgot my user ID or Password link (in the login page after accepting the invitation). 

 

 

Another solution we can try is to clear their browser's cache. If it's full, it can cause QuickBooks Online's webpages (including the invitation link) to act a bit strange. To confirm this, let them use an incognito window or browser:

 

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

Inform them to click on the invitation link, then copy and paste it to the incognito window. Let them log in using their account from there. Once done, have them clear their browser's cache for good measure. It'll help fix webpage issues in the long run. Alternatively, they can use a supported browser

 

After accessing the company file, I'm sure you or your client has tasks to do in QuickBooks Online. Check out our articles if both of you need help. 

 

I'm always here to offer assistance in the future regarding QuickBooks Online. Just name your issue and add your details in this thread. I'll get back to you as soon as possible. I hope you had a wonderful weekend! 

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