Skip to main content
karey-pawz4peeps
February 18, 2022
Question

When sending an invite to my accountant, my link showed up as "no name." Everything is filled out in my profile. Why does this happen?

  • February 18, 2022
  • 5 replies
  • 0 views
Original commenter did not share additional details

5 replies

ReymondO
February 18, 2022

Hi there, @karey-pawz4peeps.


Let me share some insight about inviting an accountant to your QuickBooks Self-Employed account.

 

Once you invite an accountant, QuickBooks will be the one sending the email. That's why the email doesn't contain your email information. 

 

Don't worry, this doesn't mean anything wrong. Your accountant will still be able to access your QuickBooks account. Plus, the sender information will be the name of the company file plus the <do_not_reply@intuit.com>.

 

For more detailed information, you can check out this article: Invite an accountant to review your accounting in QBSE.

 

Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.

karey-pawz4peepsAuthor
February 25, 2022

I realize that Quickbooks will be sending the email.  That was not my question.  My question was how do I change the name of the Quickbook link so it reflects my business name?  It only shows up as "No name" and 1) the accountant was hesitant to open it and 2) when she did open the Quickbook, she still could not tell who or what business sent it to her.  We had to confirm that was my link by verifying the final income amount.  Thanks!

LieraMarie_A
LieraMarie_A
February 25, 2022

Hi there, @karey-pawz4peeps. Allow me to chime in and share additional information about inviting an accountant.

 

Your accountant should see the name of your company when sending an invite. I'd suggest resending it to make sure it reflects your business name.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Accountant.
  3. Click Resend invitation. This resends an invite to your accountant.

 

After they accept it, they can access your accounts through QuickBooks Online Accountant. Additionally, you can send them copies of your reports and other tax info. 

 

Keep in touch with us if you need further assistance with sending your info to your accountant. I'd be happy to help.

Terms & ConditionsAccessibility statement