What can I do to add an accountant when the QBO invitation doesn't work?

PLCtreas · ‎August 04, 2024

I have tried three times to send the invitation via QBO. Accountant has not received an invitation. Address is correct. Not in Spam or Junk.

jeanbiverly_ · ‎August 04, 2024

I've got your back, PLCtreas!

A cache-related issue is likely causing the inability to send, receive, and accept accountant invitation. If this is the case, let's perform some troubleshooting steps. First, use a private or incognito window to rule out cache problems in your browser. Here are the shortcut keys:

For Mozilla Firefox browser: Ctrl + Shift + P
For Google Chrome browser: Ctrl + Shift + N
For Safari browser: Command + Shift + N

After that, log in to your QuickBooks Online (QBO) account and send another invite to your accountant. If it works, clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, use other supported browsers you've installed.

In case the situation persists, I recommend contacting our support team for further assistance.

If you have any other questions, don't hesitate to reach out. I'm always here to offer support and lend a helping hand. Until then, take care and have a good one!

View solution in original post

jeanbiverly_ · ‎August 04, 2024

I've got your back, PLCtreas!

A cache-related issue is likely causing the inability to send, receive, and accept accountant invitation. If this is the case, let's perform some troubleshooting steps. First, use a private or incognito window to rule out cache problems in your browser. Here are the shortcut keys:

For Mozilla Firefox browser: Ctrl + Shift + P
For Google Chrome browser: Ctrl + Shift + N
For Safari browser: Command + Shift + N

After that, log in to your QuickBooks Online (QBO) account and send another invite to your accountant. If it works, clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, use other supported browsers you've installed.

In case the situation persists, I recommend contacting our support team for further assistance.

If you have any other questions, don't hesitate to reach out. I'm always here to offer support and lend a helping hand. Until then, take care and have a good one!

PLCtreas · ‎August 08, 2024

This worked! Thank you.

JoesemM · ‎August 08, 2024

Awesome news, PLCtreas!

I'm so happy to hear that my colleague was able to help you with your concern about adding an accountant to QuickBooks. It's always a pleasure to assist valued customers like you.

Also, I'll be sharing these helpful resources that will show you how to add various roles to your users and manage your accountant in QuickBooks:

If there's anything else you need help with regarding QuickBooks, just let me know. I'm here to help and will get back to you as soon as possible. Take care and have an awesome day!

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What can I do to add an accountant when the QBO invitation doesn't work?