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LisaDXB
August 26, 2024
Question

Accountant View not working - lost access to all accountant billed licenses other than my own

  • August 26, 2024
  • 1 reply
  • 0 views

I have been using QBO Accountant with multiple client QB licenses since 2017.  Yesterday I have lost the ability to access all my clients QBO accounts via the drop down under my company name.  There is no dropdown menu at all.    If I go onto the QBO iPhone app I can see and access the clients QB.

 

QBO customer services are looking into this but I'm wondering if I am the only person with this issue.    

1 reply

A
AbegailS_
August 26, 2024

Hi there, Lisa. I've checked here on our end and there's no reported issue about this matter. I'm pleased to provide troubleshooting steps to help resolve the issue so you can start working with your client account. 

 

Experiencing this kind of issue in QuickBooks is typically the result of outdated or corrupted cache files in your web browser. You'll want to access your QuickBooks Online account in a private browser or incognito.

By doing this, we can see if it's browser-related. 

 

You can use the keyboard shortcuts below: 

  

  • Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox)
  • Control + Option + P (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, check the accountant tool to verify if it's already there. If it works, please return to your regular browser and press the CTRL+ Shift and Delete keys on your keyboard to clear the cache. 

 

I also encourage you to visit these links to help manage your accountant user: 

 

 

As always, add a comment below if you have any other concerns managing files in QuickBooks. I'm here to help always. Take care!

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