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I am ProAdvisor working on QB Accountant Desktop 2019. Should be able to access Accountant Toolbox but don't see the option... Any ideas...?

I am using External Accountant login too
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Best answer 03-18-2019

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QuickBooks Team

Re: I am ProAdvisor working on QB Accountant Desktop 2019. Should be able to access Accountant To...

Thanks for bringing this issue to my attention, @Azoulay Books.

 

When trying to access the Accountant tools, where you prompted with an error message? If so, may I asked for it so I can provide you with the accurate resolution.

 

On the other hand, there's a need to set up an External Accountant user in the company file you're accessing. Here's how:

  1. Go to Company.
  2. Choose Accountant Toolbox.
  3. Select Unlock Accountant Toolbox.
  4. Log in using your ProAdvisor credentials.  

You can only see the Accountant Toolbox in your clients accountant if you're log in as the Accountant User.

 

Let me know if you have other questions about utilizing the accountant tools on your end. I'm always here to help.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Re: I am ProAdvisor working on QB Accountant Desktop 2019. Should be able to access Accountant To...

Thanks for bringing this issue to my attention, @Azoulay Books.

 

When trying to access the Accountant tools, where you prompted with an error message? If so, may I asked for it so I can provide you with the accurate resolution.

 

On the other hand, there's a need to set up an External Accountant user in the company file you're accessing. Here's how:

  1. Go to Company.
  2. Choose Accountant Toolbox.
  3. Select Unlock Accountant Toolbox.
  4. Log in using your ProAdvisor credentials.  

You can only see the Accountant Toolbox in your clients accountant if you're log in as the Accountant User.

 

Let me know if you have other questions about utilizing the accountant tools on your end. I'm always here to help.

View solution in original post

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