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L
lisamberry0-gmai
October 27, 2023
Question

How can I find a client who sent me an invite but I can't find them from my quickbooks

  • October 27, 2023
  • 1 reply
  • 0 views
I accepted the link, but each time the link wants me to set up an account. 

    1 reply

    M
    MelroseV
    October 27, 2023

    Welcome to the Community, Lisam.

     

    Let me share insights about being invited by the client to access QuickBooks Online Accountant (QBOA).

     

    You can look for the client who sent you an invite through the email you provided them. Once you accept the invite, it's correct that you will be prompted to set up an account to access QBOA. 

     

    Check out the guides here if you need help tracking your clients: Manage clients in QuickBooks Online Accountant.

     

    Leave us a message if you need further assistance with your clients. I'm always here to help. Have a good day, and stay safe!

     

    L
    lisamberry0-gmaiAuthor
    October 27, 2023

    Thank you so much for the help MelroseV. I am not sure if I am missing something but I am going around in circles. When I accept the link and it prompts me to set up a new account. As I have one set up already, I open that and will look through everything I can to see how I can link them. I am not sure if I am not understanding these videos, but the client already has a subscription and the other video shows how to manage users from the invite senders side. what am I missing? Thank you in advance

    S
    Shania_C
    October 27, 2023

    Good day, @lisamberry0-gmai.

    Let me share additional details and help you on how to access the invitation given by your clients. 

     

    The insights my colleague provided were right, you can view the invite through your email, however, the moment you log in to that link you have to:

    1. Log out all of your Intuit accounts to avoid being prompted to the wrong email.
    2. Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
    3. Open the invite email and select the Accept Invitation link.
    4. Sign in with your user ID and password.
    5. If you have multiple QuickBooks Online Accounting firms, select the one you used, the exact email, and the password.

     

    When you accept an invitation, QuickBooks will automatically connect you, and will be added to the firm as a client.

     

    Furthermore, if you are unable to connect, don't worry. Here's an article for you to check if you are unable to accept their invitation.

     

    I hope this helps! Feel free to stop by if you have more questions or concerns. Keep Safe!

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