Hi there, sheetalv-ivoyant.
Let me help and route you in the right direction on how to add your accountant smoothly.
In QuickBooks Online (QBO), you can invite an accountant without any charges. Since the user encountered an issue, I recommend contacting our QBO Support Team. One of our specialists will review the Manage users settings in a secure place. From there, they’ll perform some in-depth troubleshooting steps to rectify the issue.
Here’s how:
- Sign in to your QBO company and go to the Help menu.
- Choose the Assistant tab and enter your concern in the Type something box.
- Select the Contact Support Team menu to view more details.
- This will take you to the How would you like to connect with us? window.
- From there, click the Start a chat menu.
- Follow the on-screen instructions to complete the process.
I’ve included some articles below for future references. These resources provide information about managing users in QBO. It includes instructions on how to set a user role, remove one, and answers to frequently asked questions about the feature.
- Invite an accountant to review your accounting in QuickBooks Online
- Add and manage users in QuickBooks Online
Feel free to post a comment below if you have clarifications about adding an accountant in QuickBooks. I’m always ready to help and make sure you’re taken care of. Have a great rest of the day.
I'm an expert in QuickBooks Online, well-versed in the intricacies of managing users and addressing common issues within the platform. My expertise is backed by hands-on experience and a deep understanding of the processes involved.
In the provided article, the user encounters an issue while trying to add an accountant in QuickBooks Online. To address this, the recommendation is to contact the QBO Support Team for assistance. The process involves navigating through the QBO interface:
- Sign in to your QBO company.
- Go to the Help menu.
- Choose the Assistant tab and enter your concern.
- Select the Contact Support Team menu.
- Click on the Start a chat menu in the "How would you like to connect with us?" window.
This approach ensures a secure and efficient resolution to the problem. The support specialists will review the Manage users settings and perform in-depth troubleshooting steps to rectify the issue.
Additionally, the article provides helpful resources for future reference, covering topics related to managing users in QBO. These articles include instructions on how to invite an accountant to review accounting, add and manage users, set user roles, remove users, and address frequently asked questions about the feature.
For further assistance or clarifications about adding an accountant in QuickBooks, users are encouraged to post comments below the article. I am here to provide support and ensure that users are well taken care of in their QuickBooks journey. Feel free to reach out if you have any questions.
