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We'll have to make sure that your client accepts the invitation, tpcpa52.
This is one of the reasons why they can't connect to QuickBooks. Let your client check their registered email address and click the Accept Invite button. Afterward, they'll be asked to set up their profile.
Once completed, you'll receive an email notification that the master admin rights has been transferred to your client.
Afterward, you're good to create an invoice or manually add transactions. Here are articles that can guide you with the detailed steps:
I'm just around if there's anything that I can help you with.
Client was present when invite was sent and received. He was using his phone. I am not sure whether he denied or accepted. I think that he did not get to that point, as first, the email invite asked him to log in to intuit. He did so using a different email account. He then asked me to change the email account in QuickBooks Online and to resend the invite. How do I then resend the invite? I know that there was a pop up screen for the invite and probably for a re-invite. However, I am beyond that. How do I now issue an invite to the same client but using the changed email.
Thank you for getting back, @tpcpa52.
You must delete the previous invite and resend the invite to your client using the correct (changed) email.
To delete the invite:
Once completed, resend the invite:
You can also check out these articles to achieve the process accordingly:
Keep me posted if need further assistance. I'll keep an eye to help. Have a great day!
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