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gilesbelfrage-ic
November 22, 2023
Question

I have used QBO since 2019 and my clients regularly set me uo as a user, The last share was in August. Since then 3 clients can't share with me and I don't know why.

  • November 22, 2023
  • 1 reply
  • 0 views
I have 2 screenshots but it seems I can't attach them.

1 reply

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CharleneMaeF
November 22, 2023

Hi there, gilesbelfrage.

 

My main goal is to ensure you'll be added successfully to your clients' books.

 

Before providing any troubleshooting steps, did you or your clients encounter any error messages when adding you as a user? Sharing additional details will help us determine its cause and provide accurate steps to fix this. A screenshot would be a great help, too.

 

Since you're unable to add the pictures, make sure they are supported. I've added the types of images you can attach below.

  • .jpg/JPG
  • .jpeg/JPEG
  • .gif/GIF
  • .png/PNG

 

To add the images, please follow the steps:

 

  1. Click Reply.
  2. On the Reply to message page, click the image icon.
  3. Select the Choose Files button.
  4. Locate the screenshots you'd like to add, then attach them.
  5. After that, click Done.

 

I'll keep an eye on your response to ensure this gets sorted out. Please know that I'm always ready to assist you.

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gilesbelfrage-icAuthor
November 25, 2023

Sorry for the delay iin responding. I responded to the email replly which was a do not reply. It too several days to tell me that in a return email.

I attach two screenshots. I successfully managed to share a comapny on October 28th after being invited by a client but a week ago two more clients invited me and I got the attached error message from each. Please note the two companies displayed are correct but I have a further 11 companies that do not appear on the error message,

 

I needed to download 2 screenshots

 

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ChristieAnn 11
November 25, 2023

I appreciate you for coming back to the thread and clarifying your issue about accepting an invitation from clients, gilesbelfrage-ic. Let me provide details on how the process works in QuickBooks. I'll also ensure you can accept the invitation without an error message so you can properly handle their books.

 

When accepting a client's invitation to add you as an accountant, make sure you have the same QuickBooks region as the client. If your clients are using international versions, you also need to utilize it to accept the invitation effectively. Otherwise, you will receive the same error or be required to create a new account because you are using a different country.

 

I recommend signing up or adding another QuickBooks Online Accountant in the same region as your client's account so you can accept the invitation. Then, make sure your clients send the invitation to the correct email address. It should be the one linked to the user ID you use to sign in and enter the correct information. 

 

Then, once you already see your client’s account listed in the Clients tab, you’re all set to manage their books.

 

In case you don't want to sign up for another QBOA, you can have your client invite you as the company administrator for you to access their company file. You can provide this article to your clients on how to perform the process: Add and manage users in QuickBooks Online.

 

Lastly, you can read this article if you need steps on how to clean up client's books and fix incomplete transactions: Review your clients' books in QuickBooks Online Accountant.

 

If you require additional assistance managing your client's account, you're always welcome to leave them in the comments below. I'm looking forward to helping you further, gilesbelfrage-ic. Have a good one!

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