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November 24, 2022
Question

Accountant invite

  • November 24, 2022
  • 2 replies
  • 0 views

Hi. I’ve just opened my quickbooks account and sent an invite to my accountant. They responded by saying they needed my password and signin details as they could not access the account via the invite email. Is this something I should do. I’m not sure why they can’t use the email link. 

2 replies

Fiat Lux - ASIA
November 25, 2022

Where are they live? not in the UK I presume?

Mark728Author
November 25, 2022

No Uk 

November 25, 2022

Hi Mark728, we don't advise sharing login information; if the accountant is unable to accept the invite, please re-send this to them (in QuickBooks, click the Cog > Manage users > My accountant > Resend invite) and request that they accept this within 24 hours. If they do not have an accountant version of QuickBooks, they can sign up for one which is very easy to do. Any questions just ask.

Mark728Author
November 25, 2022

Thankyou for the replies. I have asked said accountant. This is their reply 


it's not that the link doesn't work its that Hirst don't want to set up a quickbooks account, therefore to access it we require your personal logins.

not sure how to respond?

November 25, 2022

Hi Mark728, like Georgia has said we don’t advise sharing login information. So, at the end of the day, it is up to you what you want to do if your accountant doesn’t want to get an accountant version of QuickBooks so that they can be added as an accountant user on your account. Like we say we don’t advise sharing same log in detail, but it is up to you what you decide to do.