Skip to main content
M
mel241
March 28, 2024
Question

Online Accountant invite loop

  • March 28, 2024
  • 1 reply
  • 0 views

My boss is trying to add me to the company's QB account. He has sent me an email invite, and I can log in. However, when I do, I get a message saying, "Your firm already has an account. Ask your firm's QuickBooks admin to add you to the firm's account. Once you're on the account, ask your client to resend their invitation." 

 

He has done this twice. I have cleared the cache, copied the invite link and opened it in an incognito browser and a different internet browser window. How can this be resolved so I can access the account? 

1 reply

R
ReymondO
March 28, 2024

Hi there, @mel241. 

 

Thank you for outlining the steps you've taken to resolve the issue. I'm happy to suggest additional troubleshooting methods to help access your client's account in QuickBooks.


To start, ask your client to delete your access to their books and reinvite you again. Doing this will refresh the connection between your account and their company. Ask them to follow these steps to delete the original invitation:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ and select Manage users.
  3. Click the Accounting firms tab.
  4. Look for your accountant firm.
  5. In the Action column, select the small arrow ▼ icon and then Delete. 
  6. Click Delete to confirm. If they see any duplicate invites, also delete those.

 

Once done, ask them to send you a new invite. If you're still getting the same results, I suggest contacting our QuickBooks Team. They can further investigate the issue and perform additional troubleshooting steps to fix it.

 

Moreover, you can check this article to see the set of tools you can use when reviewing your client's accounts: Use accountant tools and features in QuickBooks Online Accountant.

 

Please let me know if you have additional questions about accessing your client's QBO account. I'll be here to help you out. Have a good one.

M
mel241Author
March 28, 2024

Yeah, they did that. Can I contact the QuickBooks Team or do they have to since it's their account? 

M
Mark_AG
March 28, 2024

Hello there, @mel241.

 

It's best recommended that you ask your client to contact our QuickBooks support, and I'm here to guide you.

 

Here's how:

 

  1. Head to this link: Contact Us.
  2. Select QuickBooks Online product and click Continue.
  3. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Furthermore, you can learn more about the special tools for accountant users in QuickBooks Online Accountant.

 

If you have additional concerns besides having yourself invited to your client's QuickBooks account as an accountant, please feel free to leave a reply. We're always here to assist you.

Terms & ConditionsAccessibility statement