Thanks for letting us know, Travis. We can perform some troubleshooting steps to help rectify browser issues when managing users in your account. Let me guide you further.
Sometimes, stored cache files can cause interruptions within the program. With this, let's access your account in a private browser to ensure the program runs without storing cache files.
You may use these keyboard shortcuts:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Shift + N
If you're able to access the page seamlessly, you can return to your default browser, clear its cache, or use a different supported browser.
Once everything looks good, here's a detailed guide to give your accountant access to your file and send them copies of your data reports: Invite an accountant to review your books in QuickBooks Self-Employed.
Moreover, you can use bank rules in QBSE to speed up the categorization process of your bank transactions.
With the troubleshooting steps above, you'll able to manage your account. Please let us know your queries below so we can provide further assistance. Stay safe.