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chrisnewell-lits
Level 1

Why can't I add my accountant?

 
3 Comments
Catherine_B
QuickBooks Team

Why can't I add my accountant?

Hi chrisnewell-lits,   

 

Did you receive an error message when you tried inviting an accountant? Any QuickBooks Online subscription allows you to invite different users. It can be that being unable to add an accountant is caused by a browser-related issue.   

 

You can try inviting an accountant using a private (incognito) browser. Then, you can use these steps on how to add an accountant user:   

 

  1. Sign in to your QuickBooks Online account. 
  2. Click the Gear icon then Manage users.
  3. Select Accounting firms.
  4. Click Invite.
  5. Enter the accountant's name and email address, then select Save.

Your accountant will receive an email invitation where it asks them to sign in to your account. From there, they will create a user ID if it's their first time. After accepting the invitation, their status changes to Active in the Manage Users page.   

 

If you're able to successfully do these steps, you can go back to the main browser and clear the cache. Any supported browser can also help you isolate these kinds of issues. 

 

Here's an article that will help you in adding and managing users in QuickBooks Online and the activities made in your account.   

 

Just let me know if you need other help in giving access to your account. I'll be here to assist. Take care!

jneumann1967
Level 1

Why can't I add my accountant?

following on the thread, i have the same issue. i can not add my accountant

 

followed your steps, but it looks that the "accounting firms" button or space does not appear in the screen so i can not follow the guideline....

 

i have the simple start version with one user and i am trying to add my accountant but i cant.

 

MariaSoledadG
QuickBooks Team

Why can't I add my accountant?

Allow me to join this thread and share some information about adding an accountant, jneumann1967.

 

For now, the Accounting Firms option is only available to selected QuickBooks Online (QBO) International versions. You'll want to add your accountant as Company Administrator to give access to every part of the QuickBooks account. They can still do everything that the primary admin can do except editing or removing the primary admin's access. To invite your accountant, follow the steps below:

  1. Click the Gear ⚙ icon, then select Manage users
  2. Select Add user.
  3. Select the user type you want to create.  More options will appear on the screen depending on the user type you select.
  4. Enter your new user’s name and email address, then click Save.

Please check this article for more information: Add And Manage Users In QuickBooks Online. Aside from managing users, you'll also want to update email and password, and information about billing. I have included these articles for additional reference: Manage Your Account.

 

Keep in touch if you have further questions about adding your accountant. I'll be right here to help you anytime.