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shardugao
March 7, 2024
Question

Quickbooks Accountant invite link

  • March 7, 2024
  • 1 reply
  • 0 views

I received an accountant quickbooks invitation from my client located in the US and I'm in the Philippines. I clicked the link and opted me to create an account using the work email I have from their company - which I should really do because I have no personal Quickbooks account. Now I successfully signed up and I did. After signing up, a notif says "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".

My client resent me an invitation and when I open the invitation link, it keeps on saying the same thing. I think we are missing a step. Can you please let me know asap for us to fix this

1 reply

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DebSheenD
March 7, 2024

Welcome to the QuickBooks Community, @shardugao. I'll share details on how user invitation works in QuickBooks. 

 

The requested feature is temporarily unavailable when you and your accountant aren't in the same region.

Since you're not in the same region, you can have your accountant create a QBOA account using a different email and ensure that you'll have the same region. Then, send them an invite with the email they used.

 

Also, you can open this article if you need more details about user roles and how to manage them: User roles and access rights in QuickBooks Online.


You may refer to this article to see details on how you can manage users' permissions and how to delete them if needed: Add and manage users in QuickBooks Online.
 

Feel free to click the comment section below if you have other concerns about invite links in QBO. I'll be sure to get back to you. Have a good one, 

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shardugaoAuthor
March 7, 2024

Does this only apply to quickbooks accountant invite? Because I have a team member that got connected to the client's QB even though they were on different region.

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ErwinQ
March 7, 2024

Thanks for reaching back out, Shardugao.
 

The restriction only applies to accountant invitations. If a team member is added as a regular user to your client from another region, that member can seamlessly access their account.

 

You may check out the article I've added to give you more insights on how to manage accountant in QuickBooks: Managing accountant users in QuickBooks Online.

 

Let me know if you need more help accepting invitations or other task in QuickBooks. We're always available 24/7. Take care.

 

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