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casadelterraplen
Level 1

Why I don't see the Account Firms tab in the Manage Users window?

 
3 Comments 3
Jen_D
Moderator

Why I don't see the Account Firms tab in the Manage Users window?

Thanks for visiting is today, @Ncasadelterraplen,

 

Can you specify which country are you using QuickBooks for? The availability of the Accounting Firms tab where you can invite an accountant depends on the country you've signed up with us.

 

Supported versions are QuickBooks for United States, United Kingdom, Australia, Brazil, Canada, France, India, Mexico, Singapore, South Africa and etc. If you are using any of the mentioned products and can't find the Accounting Firm tab, try to access your account in private browsing.

 

Unexpected behaviors in QuickBooks Online can be brought about by problems in the web pages. A private window prevents cookies from being stored on your computer, making it a great place to identify browser problems. Use any of these keyboard shortcuts to launch an incognito browser:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

Once done, go back to the Manage Users page and see if you see it there. If it works, clear the browser's cache. This removes the history or log files so you can start with a clean slate.

 

For accounts that doesn't have this option, you can follow the steps below to add your accountant:

 

  1. Click the Cogwheel ⚙️ icon then choose Manage Users.
  2. Tap the Add User button and select Company admin.
  3. Mark the box for This user is my accountant
  4. Press Next and enter the accountant's information before hitting Save.

Once the accountant is added, he will receive an email with a link to sign into your QBO company. Here is an article with the complete details about this process: Managing accountant users in QuickBooks Online

 

 

Click the Reply button below for the additional details, so I can help you further. I'll be right here if you need anything else. Have a nice day!

Ravindu2012
Level 1

Why I don't see the Account Firms tab in the Manage Users window?

when i add accountant user with this method i cant undo bank reconciliation. please help

Angelyn_T
QuickBooks Team

Why I don't see the Account Firms tab in the Manage Users window?

I appreciate you for joining the thread, @Ravindu2012. Let me give you insights about adding an accountant user and undoing bank reconciliation in QuickBooks Online (QBO).

 

At this time, only accountant users will have the option to undo an entire reconciliation. For QBO Global versions, you have two ways to add an accountant. You can either go to the Accounting firms section or the Company admin (select This user is my accountant) as suggested by Jen_D above for users that don't have the Accounting firms option.

 

You can also check out these links for more information:

 

 

Once you have an accountant, you can let them undo the reconciliation for you. 

 

Some regions of QuickBooks won't have the option to invite an accountant firm. In this case, you'll need to edit an individual transaction from the completed reconciliation manually. I'm adding this article as your reference: Undo or remove transactions from reconciliations in QuickBooks Online.

 

When you're ready to reconcile your entries again, use this link as your guide: Learn the reconciliation workflow in QuickBooks.

 

Leave a comment below if you have other questions while inviting an accountant to manage your reconciliations. I'm always here to help. Have a good one!