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If I don't get some help soon I will be gone. A long-time client started a new QBO account and invited me to be the accountant. That was a week ago. I have refreshed, retried, changed browsers, deleted and re-invited several times.
Nothing works. I spent over an hour with Chat support who said he had to view my screen. What? I can't read my own client list? Anyway, the end result was the same old tell the client to delete you and re-invite you. This afternoon I could not get connected to chat support so I requested a call back. It was quick, but after several times waiting on hold and being reassured it could be fixed, it came back to the delete & re-invite. That is NOT working. So then this rep tells me the issue is my email because I use Outlook. I got loud at that point and he put me on hold until 5PM when the connection was broken.
Thanks for sharing your concern with us, @Yogi.
Can you tell us if you're receiving the email invite after deleting and re-adding you as an accountant? If not, I recommend using a different email so we can check if you're still getting the same result. This way, we can easily isolate the issue with your email account.
Also, some email domains may block @intuit.com communications on their servers. I can share with you some recommended steps to fix this concern.
Let's make sure to check your spam and junk folders since validation code emails come from do_not_reply@intuit.com usually take 1 to 2 to receive. Once you see it, right-click the email, then select This is not spam or Not Junk.
If you received the email but with same result, please contact our phone support. This way, they can trackback your recent conversation and provide other troubleshooting steps.
Please let me know how it goes or if you need anything else. I'll gladly help, @Yogi.
I don't see how my email is suddenly a problem. I have used this email with Intuit for years. I get emails every day from Intuit. Your response came to me through this email. I have no problem getting emails from Intuit in relation to my QBOA account or ProConnect Tax. I did receive invitation emails from my client and I accepted them. It is at this point that things go awry. I click the link to accept the invite and I select my firm name but then I get either nothing or a message saying there is an error try later. But I can't try later because I get the message that the invite has either expired or been accepted. My client sees me as active accountant user when he logs in. I am circling like the water in the bowl.
Hello Yogi,
I've tried checking our records here and found out that we have an open investigation where an accountant is receiving an error when accepting the client's invitation. Our product engineers are already aware of this and doing their best to get the issue resolved.
Please get a call back from our specialist to add you as of the affected users. Let me walk you through on how to contact them:
Also, please consider checking our support hours.
We are all right here to help if you have other questions.
Well folks, I still am not able to see my client in the client list. Another session with support yesterday lasted over 3 hours and the solution was to just start over from scratch. Tried to chat in today for a bank re problem and was waiting 5-6 minutes for each response. Six minutes after my last question the rep closed the chat. The exasperation is intense.
Hi @Yogi,
I appreciate your prompt reply, as well as sharing an update on your current situation with your client which isn't on your list.
As my colleague @SarahannC stated above, we have an open investigation for this specific issue. If you haven't contacted our Technical Support team, I suggest you do so. This way, you'll be added to the list of our affected users, and receive an email when an update is available. You can keep this investigation number as a reference: INV-40956.
Here's how:
Feel free to leave a reply below, in case you have additional queries. I'll be sure to get back to you.
I don't understand. If there is a known issue and an ongoing investigation, why have I lost so many hours these past weeks when contacting support. I have used both chat and call-back. No one is owning up to the ongoing issue. I did not give them this INV code, but they gave me - on the last call - a case number. It is very difficult to appear competent to a new client when you cannot even access the account online as their accountant. I have to log in as Admin outside QBOA and at times when the client is not needing to be online, which muddies up the Audit trail. Now I have to be the one to tell him to start over from scratch. He registered his account and started using it last November and invited me in a few weeks ago.
The last support rep told me to delete mt current client and set him up from scratch from within my QBOA. I noticed that this client had been using Simple Start Online, and when I get to the point where I choose the subscription for him, Simple Start is not available. Since Self-employed was in the same price range I chose it. What a surprise. Looks nothing like Simple Start that my client is using. Has Simple Start been discarded? Is that why I cannot see this client from my client list in QBOA?
We don't want you to feel this inconvenience, @Yogi.
Ideally, you can add a client with a Simple Start subscription on the Add client window. Let's make sure you've listed all your available clients on your list.
But if you're still unable to see your client, I'd still suggest contacting our Customer Care Support. Someone from there can help you initiate a three-way call to check your account and your clients account.
You can always visit our Help articles in case you need some related reference in managing your client's account.
Let me know in the comments if you have any other questions. Always around ready to help.
When I Add New Client from my QBOA there is NO option to subscribe to Simple Start. I have been through all the steps to get all clients into my clients list. I have spent hours online and on phone with support. Still no solution.
Hello there, @Yogi.
QuickBooks Online Simple Start is not currently available under Wholesale Billing. However, you can sign your client up for different subscriptions.
Here's how:
To get more FAQS about QuickBooks wholesale billing, you check this link: https://quickbooks.intuit.com/accountants/products-solutions/pricing-promotions/wholesale-discounts/.
You can always tag my name in the comment section below if you have more question in related to this concern, I'll get back to you immediately.
I have the same issue. When my client deletes and then tries to add me, it takes him straight to user. The company is listed in my overview but its not active, but cancelled. I looked online wondering if I delete him would that change it - but it doesn't allow me to delete even though the help gave me instructions.
I understand its a glitch, but meanwhile I am missing information because it is not sent to me. We uploaded the payroll authorization forms, and for some reason it didn't take, so now I found out taxes are late because I was not listed as his accountant.
AFTER adding me and then using different email my customer rep wanted to add another subscription to my client so that they could invite me again. I should be able to delete old clients or change name so that I can try and be added again....or there should be someone at a higher level that can go into the client record and put us as the accountant until you fix your glitch.
I don't use Outlook so that isnt the reason, I have cleared my cache so that is the reason bottom line don't offer something you can't support and or fix.
Now I am waiting for that 1 hour call back - which oddly never happens....
I tried sending an email to [email address removed]. but it came back saying email address not found.
We appreciate you joining here in the thread, JoBks.
I'll share some troubleshooting steps to help you send emails successfully with QuickBooks.
Beforehand, can you add more information about your concern? May I know what you're trying to send to your client? This information can help us identify the most relevant resolution.
On the other hand, let's ensure you've entered the correct email address when sending the email. However, if the issue persists, we can utilize a private window to rule out browser-related discrepancies. Corrupted cache files usually cause unexpected behaviors when using QuickBooks Online Accountant.
You can refer to these keyboard shortcuts depending on your browser:
Once it works, clear the cache from your regular browser to refresh the website's preferences. You can also use the system's supported browser for the best and most secure experience.
Moreover, you can review this material for guidance when you need to update user info for your accounting firm: Add and manage your accounting team in QuickBooks Online Accountant.
Keep us posted in the Community if you have additional questions when sending emails or other related concerns in QuickBooks Online Accountant. We're here to help.
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