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thiongob-gmail-c
Level 1
 
7 Comments
AileneA
QuickBooks Team

Hello, thiongob-gmail-c. 

 

Thank you for reaching out to the Community. To verify, did you encountered an error message while setting up your accountant account? If not, I recommend accessing your account in a Private browsing window to verify if this is caused by the system or your browser.  

 

Let's switch to a different browser and try it one more time. QBO is supported in any of these browsers:

 

  • Chrome
  • Safari
  • Firefox
  • Microsoft Edge
  • Internet Explorer 10 or higher

 

Also, let's give your browser a clean slate by clearing the cache and cookies. Clearing the cache and cookies for the browser is essentially like turning the browser on and off. The data collected can sometimes prevent QuickBooks from performing the best. 

  

Moreover, I'll be adding these articles to guide you manage your account:  

 

 

Stay in touch if you need anything else. I'll be around to help you further. Stay safe!

thiongob-gmail-c
Level 1

Hi

I have tried from different browsers and clearing the cache but I still cannot set up my accountant. I fill in the details the system takes me to a place to confirm my identity then goes back to the company file.

Could you assist resolve this.

Mark

Mark_R
QuickBooks Team

Welcome back, Mark.

 

I appreciate you performing the troubleshooting steps shared by my colleague AileneA above. And I'd like to make some clarification about setting up an accountant's account.

 

You'll want to know that the accountant version of QuickBooks Online (QBO) is currently available in United States, United Kingdom, Australia, Canada, and India. Thus, the option to set it up for QBO Global isn't possible. If you want to, you'll need to select from the said countries to set up your QBO accountant account.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future. 

 

Keep in touch if you need any more assistance setting up an account, or there's something else I can do for you. I've got your back. Have a good day.

thiongob-gmail-c
Level 1

Hi

My accountant needs to upload my data onto the online platform. if the option i selected does not allow what option can the accountant use or do I have to transfer my account to the UK or US online platform.

Regards

Mark

Kristine Mae
QuickBooks Team

Let me help you get around your concern, Mark.

 

Your accountant should be in the same region as you. If their account is set up to a different one, they'll need a different email address than the one they're using for their QBOA account. This way, you can add them. 

You can also check the article provided by Mark_R to help you set up your accountant. 

 

Feel free to let us know if you have other concerns. We'll be right here to assist you. Take care!

agrispace08
Level 1

Hi I am able to share the link to my accountant. My Accountant is able to access the link but cant find my firm. We tried multiple times. Please guide.

Attach is the Error Screenshot

RCV
QuickBooks Team
QuickBooks Team

Thanks for checking in with us,

 

Once you invited your accountant, it possible your QuickBooks company may not be connected to your accountant's firm. To see who's connected, your accountant can perform the steps below: 

  1. In QuickBooks Online Accountant, go to the Gear icon.
  2. Select Switch Company.
  3. Tap the dropdown symbol under your QuickBooks Online Accountant firm name.
  4. Look for your client's company.

Then, let's them check the client lists by following the steps below: 

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Find your client's name.
  3. Look for the QuickBooks symbol next to their name.

If the same thing happens, just invite your accountant to review your accounting in QuickBooks Online (QBO) again. Then, please contact our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. Here's how:

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Start a chat. and type in your contact info.

 

Feel free to visit our Manage Your Account page for more insights about managing your Intuit account.

 

I'd like to know how you get on after trying the steps or after contacting our support, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always.