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Milo5
August 16, 2023
Question

Accountant access

  • August 16, 2023
  • 1 reply
  • 0 views

I have completed my quikbooks for 2022/23 and added my accountant so that he can access and check before submitting the tax return. However when he puts in the passcode he gets into my account but sees ‘something is wrong’. Any advice please?

1 reply

C
Carneil_C
August 16, 2023

I'd also feel the same when encountering an error message, @Milo5. Let's have your Accountant access your company file.

 

An accountant user can't access the client's file for a few possible reasons. It could be that:

 

  • The account has not yet been added to the company file
  • The invitation email was not accepted yet
  • The Accountant's login is damaged or corrupted
  • Browser-related issues

 

Since you've added your Accountant but have trouble entering the passcode, we can remove their access and reinvite them. Here's how: 

 

  1. Go to the Gear icon ⚙, then select Accountant.
  2. In the Accountant email field, enter your Accountant's email address.
  3. Click Send invitation.
  4. Select Text a code to verify your identity. This sends a verification code to your registered mobile number.
  5. Enter the code in the Verification code field, then select Continue.

 

If the issue persists, you can let them clear the browser's cache or use an incognito window, depending on your browser.

 

If you want to share reports and other tax info with your accountant, please review this article: Send your QuickBooks Self-Employed info to your accountant.

 

Keep me posted if you have any other questions or concerns with your account. Remember, we'll always be right here to help you anytime.

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