I 'm trying to invite a new client to the account set up for him in one of my placeholder accounts. Company name isn't on his invite and login won't work. Any ideas?

Hello diane-ringuette1,

It's always an exciting time when you find a new client to work with and it's wonderful that you're having them join us at QuickBooks! I'll help you get this sorted out.

Inviting your client is as easy as inviting them as a user to the placeholder account in question. It sounds like you've done that step, but now the program is giving you two trouble. That sometimes happens. What I recommend is deleting the invite and then resending it. It sounds simple, but sometimes this jogs the system into place and will allow your client to login.

If that doesn't work, feel free to contact our tech support team for assistance. An agent can collect more details about the error that's occurring when trying to login and verify what steps you're taking to invite your client. Here's how to reach us.

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Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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