Invite an accountant

Perfect Thanks you, could you close the topic please, I can't

Hi, What if I don't have "manage" in my gear selection? How do I share with my accountant?

Thanks Christina

Thanks for sharing your concern with us, @Fuego.

You can refresh your browser by pressing the F5 key to check if the manage users come back. If not, this can be caused by too many cache files stored in your browser. We can perform some basic troubleshooting steps to check if fixes the issue.

First, let's sign in to your account using a private window by pressing this following key shortcuts:

• Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P  (Mozilla Firefox & Internet Explorer).
• Command + Shift + N (Safari).

If it works, go back to your regular browser and clear its cache. These caches of data are essentially junk files and can be safely deleted to free up storage space. Otherwise, switch or use a different browser.

Let me also provide you a link to check the user types who can access features in QuickBooks Online: User types in QuickBooks Online.

If there's anything else I can do for you, please let me know. I'll be around to help.

Thanks for the quick response.

Just to confirm, the cog (top right) and manage users is within the QB account through the web browser and not the actual google/web browser chrome account (example)?

I have cleared all my cache and browsing history. Logged into my QB account incognito and still I do not see these headings in QB and Browser.

Can you confirm please.

Christina

Hey there, @Fuego. 

Yes, that's correct. You'll be able to see Manage Users under the "Your Company" section in your QuickBooks Online account. Below is a visual that can help. 

If you're still not able to see this option, let me know. If you're a standard user and not a Company or Master Admin, then this feature won't be available to you. Only Master Admins and Company Admins are allowed to invite users or accountants. Here's an article that can provide more information about user types and permissions in QuickBooks Online. 

It's my priority that you're able to invite your accountant in QuickBooks so that you'll be able to get back to running your business. I'm only a Reply away if you need me. Have a wonderful day! 

Thank you,

That is correct. I do not have those options. 

My headings are: Transactions, Taxes and About You. 

Christina

Hi-

Can I invite an accountant from a QBO account that is no longer active?  The QBO account belongs to a company that is out of business and they stopped paying for their QBO subscription.  They need to file their taxes.

Thanks,

Julie

Thanks for joining the thread, @Julie100.

We're unable to invite an accountant using an inactive QuickBooks Online (QBO) account. Thus, you'll want to consider resubscribing so you can do this task. For the details on how to achieve this, please check out this article: How to resubscribe QBO subscription?.

Also, once your QBO account is canceled, you'll have read-only access to your data for a year: What happens when I cancel my QBO subscription?. If you have canceled your QBO Payroll subscription, you're still able to access your data for six months after the end of the tax year in which it was collected. However, you're not able to run payroll or create paychecks, or file and pay taxes electronically within QuickBooks Online.

You'll want to know the number of accounting firms you can add depending on your QBO subscription type. I'll be including  this article for more information about this: How many users can I set up in QBO?. This way, you'll be able to manage the accountant access in your QBO account. Here's an article that you can refer to: How to manage accountant users in QBO?. It contains the steps on how to invite and remove an accountant so you can have control who can access your company files.

I'll be here in the Community to lend a hand if you need more help or have questions about managing your accounts in QBO. Stay safe.

My response was NOT addressed. thanks

Thanks for getting back to us, @Fuego.

Standard users don't have an option to access the manage user feature in QuickBooks Online (QBO). You'll have to contact the Master or Company Admin to invite your accountant.

Feel free to visit these articles about adding users in QBO:

• Add, delete, or change user access
• How many users can I set up?

Let me know if you have other questions about QuickBooks. I'll be right here to help you out.

Does anyone know how to remove an accountant?

Hey there, @loridiv. 

Thanks for following the thread. I'm happy to help you remove an accountant. 

If you don't want your accountant to have access to your books anymore, don't sweat, removing them is easy as 1,2,3. I've included the steps to remove an accountant below. 

1. Sign in to QuickBooks Online as a master admin.
2. Go to the Gear Icon and choose Manage Users.
   • 
3. Click on the Accounting firms tab.
   • 
4. Locate the accountant you want to remove.
5. Select the small arrow dropdown in the Action column and then Delete.
   • 
6. Hit Delete to confirm.

You can see more details in Invite or remove accountants from QuickBooks Online. 

That's all there is to it! Let me know if there is anything else that I can do for you. Feel free to reach out to the Community any time you need a helping hand. Take care and enjoy the rest of your day! 

@loridiv 

If your accountant is the Master Admin, you have to ask her/him to transfer the role. Otherwise you will need an extra cost/effort to claim your data back.

I had the same issue: my accountant suddenly lost access to my QB and asked me to invite her again. I could not find any way to do it until I clicked on the gear button and in the very bottom of that window saw an option "switch to business view". There are 2 options: accountant view and business view. I was working in the accountant view. As soon as I switched to the business view, I was able to go to the Accountant feature and send an invitation by entering my accountant`s name and email address.

I hope this helps.

Support Case: 15123909965. This was not resolved and should have not been marked as resolved when the agent was fully aware that it was not resolved. 

I appreciate you replying to this thread and bringing your concern to our attention, roch. I can see that you and your accountant are having trouble inviting them to manage your company file.

Did you try the recommendations above? If not, allow me to lead the way.

You can invite your accountant by ensuring you're on the Business view by reviewing the bottom right corner of the Gear icon. After this, resend the invite to your accountant.

Once your accountant encounters the same problem, let them access the invite through a private browser. Here are the keyboard shortcut keys by browser type:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + N
• Safari: Command + Shift + N

If they can successfully access the invite and your company file, kindly let them clear their regular browser's cache and cookies. This procedure cleanses excessive data build-up, helping the system recover its full functionality. They can also consider using another supported browser if they get the same result.

For more information about handling the invitation issues, you and the accountant can check this link: What to do if you can't accept client invites in QuickBooks Online Accountant.

Nevertheless, please reconnect with our Support Team again so they can re-investigate this matter thoroughly if the issue persists.

I've also added this article for future use about transferring primary access to another user of your QuickBooks company: Change the primary admin user in QuickBooks Online.

Your questions and concerns are our main priority. Kindly reply to this thread if you require additional assistance inviting an accountant or other users into your QuickBooks company. I'll be more than happy to assist you again.