You can perform some troubleshooting steps to isolate the issue about accessing the My Experts tab in QuickBooks Online (QBO), @maria56.
Yes, you're right. The My Experts tab lets you contact your direct bookkeeper from within QBO to further help you in managing your business' accounting aspect.
There are times that the browser is full of frequently accessed pages, thus causing some of the system's unusual responses. You can log into your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
Once signed in, go to the My Experts tab. If you're able to access the page, return to your default browser and clear its cache and cookies. This is to refresh the system and remove older data that causes viewing and performance issues. However, if the issue persists, I'd recommend visiting the said tab using other supported browsers.
In the meantime, I'm adding this article to learn more about responding to your accountant's request with comments and documents through the My Experts tab: How to use the My Accountant page. It also explains the details about managing your shared files and future updates.
Additionally, there are reports that you can share with your accountants. You can see the complete list by visiting the For my accountant section in the Reports menu's Standard tab.
Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about QBO features. I'm just around to help. Take care always.
