cancel
Showing results for 
Search instead for 
Did you mean: 
settlemoircpa
Level 1

Why can't my client access the My Accoutant tab in QBO to view my request?

She received the emailed request from me (her QBO accountant), but gets a message that she does not have access.  

2 Comments 2
ShallyMarR
QuickBooks Team

Why can't my client access the My Accoutant tab in QBO to view my request?

Hello, settlemoircpa.

 

Good to see you here in the Community.

 

There might be a browser issue, which is why the client is unable to access the request. Let's first perform some troubleshooting to isolate and fix the issue.To start with, the client can use a private browser or incognito to check he can access the My Accountant tab.

 

You can check below for the keyboard shortcuts based on the browser you're using.


Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Internet Explorer: Ctrl + Shift + P
Safari: Command + Shift + N

 

If it works without the error, please recommend him to go back to the browser and clear the cache. This way to refresh your server and boost the browser's performance.

 

You may check this article sharing a documents to your accountant in QuickBooks Online: How to use the My Accountant tab.

 

Feel free to get back in touch with me if you have other matching concerns in QuickBooks. I'd love to help.

settlemoircpa
Level 1

Why can't my client access the My Accoutant tab in QBO to view my request?

Thank you so much.  I am awaiting a response from my client as to if this worked for her and will keep you posted.

Need to get in touch?

Contact us