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A
AnaSotoPIN
July 13, 2022
Question

Wrong invitation to Client

  • July 13, 2022
  • 1 reply
  • 0 views

I set up a Simple Start subscription and send an invitation for the client to come in, but it went out as an Accountant invitation and they created a Quickbooks Online Accountant account instead of a regular user. They also started working on the free account the Accountants get connecting banks and adding transactions. Is there a way to combine the accounts, from my firm and her firm, or cancel her accidental Accountant account?

Also, how do I add the client when Simple Start only has 1 user and it is showing as me?

1 reply

MorganB
MorganB
July 13, 2022

Hi there, AnaSotoPIN.

 

Thank you for bringing your question forward here in the Community. I'd be glad to provide some info regarding users in both QuickBooks Online and the Accountant version.

 

I recommend first deleting the accountant's profile. Here's how:

 

  1. Login to QBO as the primary admin.
  2. Go to the Gear icon in the upper right to select Manage users.
  3. Navigate to the Accounting firms tab and look for the accountant you wish to remove.
  4. Click the drop-down arrow in the Action column and choose Delete.
  5. Choose Delete to confirm the action.

The following article provides additional info about inviting an accountant to review your books in QuickBooks Online.

 

Next, if you need more than one user on the QuickBooks Online account you'll need to upgrade the subscription. These steps will walk you through the process:

 

      1. Sign in to QuickBooks Online as a primary or company admin.
      2. Select Settings ⚙ and then Account and settings.
      3. Select the Billing & Subscription tab.
      4. Make sure your payment info is up-to-date.
      5. In the QuickBooks Online section, select Upgrade your plan.
      6. Review the available plans and then select Choose plan.
      7. Follow the on-screen steps to upgrade your plan.

 

You can find out more about upgrading your QBO subscription here.

 

Once you have those steps completed you'll be ready to add users and reconnect the bank accounts. With this info the accounts will be sorted out and back up and running smoothly in no time. Please don't hesitate to reach back out if you have any other questions or concerns.

A
AnaSotoPINAuthor
July 14, 2022

This doesn't tell me what to do with the clients accidental QBO Accountant account that was created, or if anything can be done about it?

The other issue is that I showed up under both User and Accountant in Simple Plan.

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