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blake33
February 3, 2024
Question

How can my accountant access my account? On Quickbooks Self-employed, I've sent the invitation using the "accountant" tab. My accountant still can't access my account.

  • February 3, 2024
  • 1 reply
  • 0 views
After several attempts at sending the invitation, my accountant insists she is still unable to access my account. I'm not sure what to do next. I'm stuck here.

1 reply

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IrizA
February 4, 2024

Hey there, blake33. 

 

By inviting your accountant to your account, you'll need to invite them by sending an invitation. You'll receive a code sent to your registered mobile number to verify your identity. After sending an invitation, your accountant will be able to receive an email notification. You'll also receive an email notification once they already accepted your invite. 

 

Since you've mentioned that your accountant still can't access your account, there's a possibility that they didn't receive the invitation. Thus, ensure that you enter the accurate email address. You can also select Resend invitation if you're certain that all of the entered information is correct. 

 

I'll drop this article for you to learn more about how to add to or remove your accountant from your account: Invite an accountant to review your books in QuickBooks Self-Employed. 

 

Furthermore, you can also visit this website to see the basics of QuickBooks Self-Employed: Overview of QuickBooks Self-Employed.

 

We always have your back if you have some questions or clarifications regarding inviting your accountant. 

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blake33Author
February 4, 2024

I appreciate the response, but I've done all of that already. I did a fair amount of trouble shooting before posting here, which is why I've resorted to asking on this forum. I've resent the invitation, rechecked the email address, etc.

 

My accountant receives the email just fine.  She is telling me that she can't access my files.  She said something along the lines of "because she has a Quickbooks account already", she is unable to access mine.  She initially said that I added her as a user, and not an accountant.  I used the only option available to me, which is the "Accountant" tab in the interface.  None of this is making any sense to me, and I have no idea how to fix it.

 

This is a pretty glaring error in your software.  No one seems to be able to answer my question, and right now, Quickbooks is entirely useless to me if my accountant can't access it. Is there something I'm missing here? 

 

With Quickbooks Self-Employed, shouldn't my accountant be able to have access? Why is this so complicated?

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