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tsbailey
Level 1

Accountant Toolbox disappears

I have logged into my QBO Accountant and I am trying to use the Accountant Tools for this client. When I click on Accountant Tools, it disappears. I have tried with my other clients and it works for them, but not this one client. I have tried clearing my cache and cookies, used two other browsers, added Intuit to my Chrome browser as always allowed and I've restarted my computer. I am at my wits end. I have transactions to reclassity and it needs done ASAP.

2 Comments 2
ChristieAnn
QuickBooks Team

Accountant Toolbox disappears

Hi there, tsbailey.

 

Thank you for dropping by in the QuickBooks Community. I appreciate you for sharing detailed information on what you've done to fix your issue. I'll ensure you're able to use the Accountant Tools to a specific client by providing details.

 

First, I suggest going to the client's "Manage User" and make sure that you're being added as an Accountant and not in both admin user and accountant. To do this, you'll have to go to the Gear icon.

 

Here's how:

 

  1. Choose Manage users.
  2. Select either the Users or Accounting firms section.
  3. Locate your name. Then, make sure you're only added as an Accountant.

 

For additional details, you can click this article: Add and manage users in QuickBooks Online.

 

If you're already added as an accountant, I suggest contacting our QuickBooks Support Team, so they can add you to our notification list. This is because we recently received a report about Accountant Toolbox disappears. Our product team is working diligently, and an open investigation is taking place to resolve the problem. Getting in touch with the support will help our engineers determine the number of affected users. You'll also receive an update through email once this has been resolved.

 

Please refer to this article to see steps on how you can add and edit user info for your accounting firm: Add and manage your accounting team in QuickBooks Online Accountant.

 

Let me know if you have other questions about utilizing the accountant tools on your end. I'm always here to help.

tsbailey
Level 1

Accountant Toolbox disappears

I guess I will have to contact support in the morning as I am only listed as an accountant under users. Thank you for your help

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