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firstclasstaxllc
Level 1

My new client didn't accept the invite in time and now it is expired. How do I resend an invite?

 
1 Comment 1
JaneD
Moderator

My new client didn't accept the invite in time and now it is expired. How do I resend an invite?

Hi there, firstclasstaxllc.

 

Are you referring to inviting your accountant in QuickBooks Self-Employed (QBSE)? If so, you can resend the invitation by going to the Accountant page.Resend.PNG

Here's how:

  1. Click on the Gear icon.
  2. Choose Accountant.
  3. Click on Resend Invitation.

You'll learn more about inviting or removing an accountant in this article: How to invite or remove an accountant in QuickBooks Self-Employed.

 

If you're using QuickBooks Online (QBO), you can refer to this article on how to resend and invitation: What to do if invited users did not receive your email invitation.

 

Please let me know if you need anything moving forward. We'll be around to help.

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