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CKanako
Level 1

Add a user

I added a user as a user type "Reports Only".

He received an email from [email address removed] and selected the "Let’s go!" link in the email.

But he couldn't find a sign in or account creation page as you can see in the screen shot attached or create a new account.

Do you have any ideas what we should do for him to create an account?

1 Comment 1
SarahannC
Moderator

Add a user

Welcome to QuickBooks Community, CKanako!

 

Yes, that's right. When you invite a user to your QuickBooks company, they'll see the Let's go! link in their email. Once clicked, they'll be routed to the Sign in page (if they already have an account created).
ju.PNG

 

Since they don't have an account yet, they should be seeing the Welcome to QuickBooks page. From there, they'll be asked to enter their email, name, phone number, password, and security questions. As I checked the attachment you've included in your post, I recommend minimizing the screen size by pressing (Ctrl + - ) to make the other details viewable. 

 

If the same thing happens, probably, this is a browser-related issue. You can follow the steps below:

 

Step 1: Use an incognito window:

 

We asked them to use these shortcut keys depending on a browser their using: 

 

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

 

Step 2: Delete cache and temporary internet files:

 

If it works, we can let them clear their cache to optimize the browser's performance: Delete browser cache. Another way is to use other supported browsers in QBO: Find out what browser you need for the best experience

 

I've gathered these articles for additional information about user roles and permissions:

 

 

If you have more questions about managing users in your QBO account, just notify me below. I'm always ready to help with your QuickBooks concerns. Have a good one, CKanako.

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