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grahamt
Level 1

A client invited me in to their quickbooks and i accepted but it does not appear within my clients list. Can someone help me please.

 
6 Comments 6
FritzF
Moderator

A client invited me in to their quickbooks and i accepted but it does not appear within my clients list. Can someone help me please.

Welcome and thanks for dropping by the Community, @grahamt.

 

After accepting the invitation sent from a client, you should be able to see them in your Client's List in QuickBooks Online Accountant (QBOA). To check if the browser is already full of frequently accessed page resources, causing some unusual responses, try signing into your QB using a private browser (incognito).

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

Once logged in, go back to the Client's List to double-check.

 

If it's there, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

Just in case, I'll add this article for future reference: Add a new client in QuickBooks Online Accountant.

 

Reach out to me in the comment section below if you have any other issues or concerns. I'm more than willing to assist. Take care and have a great day!

SonalJ
Level 1

A client invited me in to their quickbooks and i accepted but it does not appear within my clients list. Can someone help me please.

I can see msg after invitation:

Choose the accounting firm you wish to use to accept this invitation.

 

I can't see firm name(Client name) in the list. 

 

GebelAlainaM
QuickBooks Team

A client invited me in to their quickbooks and i accepted but it does not appear within my clients list. Can someone help me please.

Thanks for joining the thread, @SonalJ. I know how important this is for you to get an invitation from your client. I'll make sure to help you with this.

 

When clients invite you to become their accountant, they want to connect their QuickBooks company file with your firm to help them review or modify their book. Since you can't see your client's firm when you try to accept the invite, we can perform some steps to remedy it.

 

If done with the basic browser troubleshooting steps shared by my colleague FritzF above, and still get the same concern. Let's ensure your client has sent the invite link to the email address you use to sign in with your company file. If not, you can change the email address. Then reach out to your client and ask them to delete the invite so they can send a new invitation link to the correct email you used to sign with your QuickBooks Online firm. I'll share the steps below on how your client can remove the invite.

 

Here's how:

 

  1. A client needs to sign in as a primary admin.
  2. Go to the Gear icon and select Manage Users.
  3. Choose the Accounting Firms tab.
  4. They can Look for their accountant firm.
  5. In the Action column, select the small dropdown icon and then Delete. If found any duplicate invites, they can delete those.

 

For reference, check this article: What to do if you can't accept client invites in QuickBooks Online Accountant.

 

After all that, and you still get the same concern, I recommend reaching out to our QuickBooks Online Support Team so that they can add you to the list of affected users. This way, you'll get notified once there's a fix or an update about this issue.

 

I'll be including these articles for future use:

 

 

You can always count on me if you have further clarifications about managing your clients in QuickBooks, @SonalJ. Keep safe always!

Itpmasing1975
Level 1

A client invited me in to their quickbooks and i accepted but it does not appear within my clients list. Can someone help me please.

In my case there is a notification that says you have one QBO client that are not connected to your practice. Let's fix this so that v out can manage your client in one place. Import client

Itpmasing1975
Level 1

A client invited me in to their quickbooks and i accepted but it does not appear within my clients list. Can someone help me please.

Clients  who invited me is not in the list but there is a notification.

You gave 1 QBO client that are not connected to your practice. Blet fix so you can manage all your client in one place import client 

Bryan_M
QuickBooks Team

A client invited me in to their quickbooks and i accepted but it does not appear within my clients list. Can someone help me please.

Allow me to help you manage your client's list and clear things up with the notification you receive.

 

Let me first appreciate your effort in reviewing your client list before posting here. Please know that as long as you don't accept the invitation, their name won't reflect on the lists.

 

However, if you accepted it and it's not visible, you can continue checking your client profile and business name to see if they match the one that invited you.

 

Here's how:

 

  1. Go to the Clients tab.
  2. Find the client and Edit client.
  3. Review the Business nameDisplay name, and Personal name.
  4. Once done, click Save.

 

You can read this article to see the other solutions: Find missing client companies in QuickBooks Online Accountant.

 

If you confirm that the notification is correct and the client's name isn't there, I recommend performing some basic troubleshooting steps to identify if this browser-related concern.

 

Let's start by signing up your account via a private browser to avoid storing cache files that cause unnecessary behaviors when running a web-based program. 

 

Feel free to see the shortcut keys below:

 

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

 

After that, see if the notification still shows. If this works clear the cache of your regular browser to eliminate outdated data files.

 

If it shows again, you can use another supported browser or device. This is when the current one you're using has a temporary issue with the program.

 

If the issue persists, I suggest contacting the QuickBooks Online Accountant (QBOA) Care Team to help you find the root cause and provide the exact resolution.

 

Also, you can read this article if you want to add someone who can access your account: Add and manage your accounting team in QuickBooks Online Accountant.

 

Click the Reply button below if you have additional questions about managing your client's list. We'll be willing to lend a hand. Have a good one. 

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