Skip to main content
June 3, 2020
Question

I want to change to accountant view but there is no user preference under advanced under account and settings

  • June 3, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Jen_D
June 3, 2020

Glad you're here, @kristenannprice,

 

Updating user access and roles are done through the Manage Users page. If you wish to have the QuickBooks Online Accountant's View, invite yourself using these steps:

 

  1. On your QBO profile, click the Gear ⚙️ icon and select Manage Users.
  2. Press Add User then go to the Accounting Firms tab.
  3. Use the Invite button to add your login credentials 
  4. Lastly, click Save.

 

Please note that you cannot use the same email to access the regular QBO interface and the Accountant's view. Once you accept the invite, your account will be upgraded to QBOA, unless you use a different credential for it.

 

Learn to manage your users and account using our Community guides below:

 

Add, delete, or change user access.

Managing accountant users in QuickBooks Online.

Video tutorials for QuickBooks Online.

 

Thank you for visiting us today. If you have additional concerns about the program, let me know how I can help in the comment section. Have a good day!