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Y
YWT
August 3, 2020
Question

Received an invitation from an accountant to be able to access the clients books as an accountant. Still can't access account

  • August 3, 2020
  • 1 reply
  • 0 views

My client's CPA sent me an invitation to have access to the client's books as an accountant. I click the link and I log in and all I can see is an older client but not the client that I have been granted access to. I asked the CPA to resend an invitation but I have the same problem.Any one encountered this problem?I don't have a problem logging in and the invitation didn't expire. 

1 reply

KlentB
KlentB
August 3, 2020

Hi there, YWT.

 

Thanks for reaching out to the Community space.

 

I've checked your post and found out a similar one which was already answered by my colleague, MaryLurleenM. You can view her answer through this link where she explained how client access works in QuickBooks so you'll be able to help maintain their books: https://quickbooks.intuit.com/learn-support/en-us/account-management/received-an-invitation-from-an-accountant-to-be-able-to-access/01/634692/highlight/false#M30925.

 

Once you're all set up and ready, let's get you started with QuickBooks Online Accountant.

 

If I can be of any additional, assistance please don't hesitate to insert a comment below. Stay safe.

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