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Best answer August 06, 2021
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It's great to see you here, @king-demeterandc.
I can share some insights about the Accountant View in QuickBooks Online. You'll only get this view if you are invited as the accountant of the company file.
If you wish to have the QuickBooks Online Accountant's View, invite yourself using these steps:
- On your QBO profile, click the Gear ⚙️ icon and select Manage Users.
- Press Add User then go to the Accounting Firms tab.
- Use the Invite button to add your login credentials
- Lastly, click Save.
Please note that you cannot use the same email to access the regular QBO interface and the Accountant's view. Once you accept the invite, your account will be upgraded to QBOA, unless you use a different credential for it.
Learn to manage your users and account using our Community guides below:
- Add, delete, or change user access.
- Managing accountant users in QuickBooks Online.
- Video tutorials for QuickBooks Online.
Thank you for visiting us today. If you have additional concerns about the program and QuickBooks Online, let me know how I can help in the comment section. Have a good day!
It's great to see you here, @king-demeterandc.
I can share some insights about the Accountant View in QuickBooks Online. You'll only get this view if you are invited as the accountant of the company file.
If you wish to have the QuickBooks Online Accountant's View, invite yourself using these steps:
- On your QBO profile, click the Gear ⚙️ icon and select Manage Users.
- Press Add User then go to the Accounting Firms tab.
- Use the Invite button to add your login credentials
- Lastly, click Save.
Please note that you cannot use the same email to access the regular QBO interface and the Accountant's view. Once you accept the invite, your account will be upgraded to QBOA, unless you use a different credential for it.
Learn to manage your users and account using our Community guides below:
- Add, delete, or change user access.
- Managing accountant users in QuickBooks Online.
- Video tutorials for QuickBooks Online.
Thank you for visiting us today. If you have additional concerns about the program and QuickBooks Online, let me know how I can help in the comment section. Have a good day!
Hi there, @ahovanetz.
Thanks for chiming in. I'll help you access your regular company file.
When you sign in to QuickBooks Online, you'll see Accountant and QBO companies sections. Make sure to select the one listed under QBO companies.
Here's how:
- Go to the QBO login page.
- Enter your user ID and password.
- Click Sign in.
- You may need to enter a confirmation code to verify your identity. Select how you would like to receive your code and select Continue.
- Enter the code and choose Continue.
- Select your company under QBO companies.
When you're in QuickBooks, you may switch between companies at any time.
- Go to the Gear icon.
- Choose Switch company.
- Select which company you'd like to open.
Additionally, these articles provide useful information about managing multiple company files:
Be sure to let me know if you have concerns while working in QBO. I'm here to lend a helping hand. Have a good one!
