Hello, Belinda.
To gain a clearer picture of the situation, could you specify whether you're talking about the accountant view feature in QuickBooks or your accountant's view when attempting to export your invoices? Also, are you trying to access the exported invoices in the same section where you find the bank transactions?
We would appreciate any extra information and screenshots you can provide, as they would assist us in finding the best solution for this issue.
On the other hand, you might want to get a detailed overview of each user role, including their respective access levels and instructions on assigning them to different users. Check out this article for more information: User roles and access permissions.
For future reference, you can set up invoice reminders automatically in QuickBooks. This feature helps you save time while informing customers of their payment due dates.
We look forward to hearing from you. We're always here to help, Belinda.
