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September 6, 2024
Question

Unable to send invitation to my accountant to work on my account

  • September 6, 2024
  • 1 reply
  • 0 views

I have quickbooks self-employed and unable to send an invitation to my accountant to work on my account. I used to do this in previous years with no problem.

1 reply

September 6, 2024

I'm here to ensure you can send an invitation to your accountant in QuickBooks Self-Employed (QBSE), Vicky. 

 

To begin with, did you receive any prompt error when sending the invitation to your accountant? If so, you can provide a screenshot in your response so we can further investigate the error you've received. 

 

Moreover, we can verify the email address used to send the invitation and let your accountant check the spam folder. 

 

After confirming the abovementioned potential cause, and the issue remains, I recommend sending the invitation in a private window. 

 

You can use either of the shortcut keys:

 

  • Safari: Shift + ⌘ + N
  • Google Chrome: Press Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + N

 

If it works from there, you can clear your cache. Clearing your cache means deleting all the temporary files that your browser has downloaded. It's like giving your browser a fresh start and making it re-download new versions of all the files for the websites you visit.

 

I also recommend switching to a different supported browser as an alternative option.

 

Additionally, you'll want to visit this article and read this general guide for self-employed individuals, freelancers, and independent contractors to help you prepare and file your taxes in QBSE: QuickBooks Self-Employed annual tax guide.

 

I'm always here to respond if you have further questions about sending an invitation to your accountant. Have a pleasant day.