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January 23, 2021
Question

QB Online is not giving me access to client account

  • January 23, 2021
  • 1 reply
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1 reply

MariaSoledadG
January 24, 2021

Let me add an explanation on how you'll be able to gain access to your client's account, skiprichards.

 

You'll have to make sure that your client will invite you to their account so you can properly manage their books. Once you receive the email, select Accept Invite and your status will now show as an Active Accountant. 

 

If you're using a different email, they will have to resend the invitation. However, if you're still unable to access your client's account, I suggest reaching out to our support team so they investigate this further. They have the tools to securely pull up your account and double-check why is this happening.

 

You'll want to check out this article to know if you can still add a client in a different region: FAQ: Product Regions in QuickBooks Online Accountant.

 

Feel free to let us know if you need anything else about adding a client. We'll always make sure to help.