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erincomptabilite
Level 1

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

 
Solved
Best answer January 01, 2024

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4Gal
Level 11

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

@erincomptabilite 

One email address is for one QBO Accountant account. You can't use the same email address to access QBO and QBO Accountant accounts.

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6 Comments 6
JamesAndrewM
Moderator

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

Thank you for visiting the Community. I understand that you are facing an issue while trying to accept a client's invitation to QuickBooks Online Accountant, as it shows an error message saying that your username is already taken. I'm here to assist you with insights to resolve this issue.

 

It happens when you add a team member to your firm, but there is an existing user profile tied to that email address. Here are a few ways to fix this:

 

Solution 1: Reactivate their existing user profile

 

Your team member may have already created a user profile since the email address is already in use. You can ask them to sign in to their account and check for the invite. In case they are unable to sign in, you can instruct them to follow the steps to recover their sign-in information.

 

Also, ensure your team member isn't marked as inactive for your firm. Go into QuickBooks Online Account and see if their profile is active. If their profile is inactive, they can't connect to your firm.

 

Solution 2: Send the invite to a different email address

If your team member has another email address, send the invite to it. It creates a new user profile with that email address.

 

You can visit this article for Solution 3Fix the error "Something's not quite right. Email address already in use." in QuickBooks Online Acco....

 

I'm adding these articles you can use in the future:

 

 

If you have more questions about managing users in QuickBooks Online, post them here in the forum. I'll always be around to answer them. Happy New Year!

4Gal
Level 11

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

@erincomptabilite 

One email address is for one QBO Accountant account. You can't use the same email address to access QBO and QBO Accountant accounts.

AlcaeusF
Moderator

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

Hello 4Gal,

 

Thank you for sharing your input to help address the issue. We love to see members supporting one another. Have a great day. 

Nilo200231
Level 1

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

Hi I want to start essential version QB trial version and existing data want upload and see either it is working or not after that I want to pay .

4Gal
Level 11

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

@Nilo200231 

Do you need to convert data from QBD to QBO? You can signup for a trial QBO account and convert your data from QBD to explore. Then you can signup for a new QBO account with discounted price to convert your data again later.

Kurt_M
Moderator

I cannot accept a client's invitation to quickbooks online accountant because it says my username is already taken. I have a quickbooks online user and password.

Thanks for joining the thread, @Nilo200231.

 

Before anything else, can you tell us more about the data you want to upload to QuickBooks Online (QBO)? If it's QuickBooks Desktop data, know you'll need to convert it to QBO. For more details, please refer to this handy article: Move your QuickBooks Desktop file to QuickBooks Online.

 

In case the data you wish to upload is from other accounting software, we recommend checking this page to know more about what file format QuickBooks accepts: Common questions about importing data to QuickBooks Online.

 

To utilize a free trial version of QBO, these are the steps:

 

  1. Click this link: https://quickbooks.intuit.com/pricing/
  2. Ensure to that the Slider button is turned off.
  3. Select the version that you'd like to try, and then click Choose plan.
  4. You can continue with or without payroll.  If you wish to not include a payroll subscription, click Continue without payroll.
  5. Create an account, and then add all the necessary details.
  6. Follow the onscreen instructions.

 

On the other hand, we got you this article to learn more about what to expect when transferring for one program to another: Learn what to do after you move from QuickBooks Desktop to QuickBooks Online.

 

It's been a pleasure to have you here today. We'll be happy to help you again if you have any additional questions related to QuickBooks. Feel free to visit us anytime so we can help you again. Keep safe.

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