I'm trying to do something in QBO which requires accountant access. So, I've invited myself as an accountant (using my personal email address, not the work email that I use to login to QBO regularly). I'm told that my "accountant" will use his/her email address as the user ID.
I log myself out of QBO and go to my personal email.
I receive the invitation in my personal email and click on the link to accept.
HOWEVER - the user ID is pre-filled with a name that is NOT the email address I sent the invitation to. Email goes to [email address removed] and the user ID is pre-filling with "michellexxxxx". I cannot erase what's pre-filled in that box. I tried logging in with that user ID - and it doesn't work. I've sent a password reset - and changed the password - and when I try to login with the pre-filled user ID and new password I get a message that no account exists/I'm not linked to a company.
I've opened the acceptance link in an incognito browser window AND in a completely different browser AND on my cell phone as well - the same thing happens every time.
I've deleted my accountant invitation and re-sent multiple times and the same thing still happens every time.
How do I get past this? I do have an accountant with a login but I do not want to bother him with this at this time of year.
I want to make sure you're able to invite the correct user ID to your company file. To do this, I highly recommend contacting our Customer Service line. We have a dedicated team who can check your login credentials and help link it correctly to your account.
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So I finally had the time to speak with QB support (it always takes so long!). They were unable to explain why my personal email address was generating a different user ID and why that was associated with my cell phone number (for password reset), and then why the ID was not associated with a QBO company when I did login. Problem not solved.
The workaround is that I have to setup my work email address as an accountant, login that way and fix the issue I needed to fix (undo a reconciliation), and then delete myself as an accountant so I can go back to working as usual in QBO.
It's a pain in the butt. I cannot understand why they would not pass me along to a tech support person who could fix the login/company association issue.