Connecting with my accountant. I followed the instructions, it does not work

I appreciate your time posting here, @christophe-picha.

I've come to ensure you can invite your accountant to QuickBooks Online (QBO).

To guide you with all the steps mentioned above when inviting an accountant to your account.

Here's how:

1. Sign in on your QBO account as a primary admin and go to the Gear icon.
2. Select Manage users under the Your Company column.
3. Click on the Accountants or Accounting Firms tab.
4. Enter your accountant's email address and select Invite.

Once invited, your accountant will receive an email about the invitation. You'll know they accepted your request when the status from the Manage Users page shows as Active. 

For more detailed information, visit this article: Add accountant users in QuickBooks Online.

Moreover, client invites expire after 30 days. If an invite is close to or over 30 days old, advise clients to delete the original invite instead of resending it: What to do if you can't accept client invites in QuickBooks Online Accountant

I'll always be here if you need anything else about connecting with your accountant. Feel free to add them in the comments below. Take care!

My accountant doesn't get the invite!

My accountant does not get the invite

Hi there, @Christophe.

I understand your concern about your accountant not receiving an invitation to QuickBooks Online (QBO). 

My colleague has provided some steps to resolve the issue, if you haven't performed it yet I highly suggest following them if you haven't already done so.

Furthermore, there are several reasons why invited users may not receive their email invitations. To assist you with this, I recommend taking a look at the sample listed below:

• The invitation might be in their junk or spam folder.
• The company’s email address is incorrectly formatted in the Company tab under Account and settings.
• The recipient’s mail servers might be blocking the email.
• The invitation may have already expired. Email invites expire 48 hours after they are sent.

As my colleague says, if an invitation is almost or more than 30 days old, it's recommended that clients delete the original invite instead of resending it. To ensure that your workflow continues without any hassle, you can send another invitation email. Let me walk you through how:

Step 1: Check if your email address is correct.

1. Go to Settings, then select Account and settings.
2. Select the Company tab.
3. In the Contact info section, select Edit ✎.
4. Even if it looks correct, carefully re-enter the company email address. Be sure not to use any extra characters or leave any blank spaces before, within, or after the address.
5. Select Save, then Done.

Step 2: Make sure the email recipient has an Intuit Account

If the user doesn’t already have an Intuit Account, they should create an account with their desired email address. Having an Intuit Account may help prevent the user invite email from getting flagged as spam.

Step 3: Resend the user invite.

1. Go to Settings ⚙.
2. Select Manage Users.
3. Find the user you need to invite again.
4. Select Resend Invite in the Action column.

Note: If you don't see the option to resend and the status shows Active, it means the user has accepted your invitation to join your company and has already set up a login. They can now sign in to qbo.intuit.com and start working on your QuickBooks company.

Moreover, if the issue persists and you or your accountant encounter a specific error message during the invite process, please kindly give us additional information about it. This will enable us to investigate further and provide a solution.

Additionally, here are some articles that you can read to learn how to add, manage, or delete user profiles in QuickBooks Online: Add and manage users in QuickBooks Online

If there's anything else you need to accomplish in connecting with your accountant, please let me know by leaving a comment below. I'd be more than happy to work with you. Keep Safe!

I have a message that the invite was sent but my accountant does not receive it

Thanks for getting back with the Community, christophe-picha.
 

If you've already performed each of the troubleshooting steps in ShaniamarieC's post, and confirmed your accountant is checking their spam/junk folders for the invitation, but they're still not receiving it, I'd recommend getting in touch with our Customer Care team.
 

They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.
 

They can be reached while you're signed in.
 

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.

If there's any questions, I'm just a post away. Have a lovely Wednesday!

They do not receive the  invites. WE have tried several ISP thinking that may be the issue. She works with other clients on QB with no problem 

Thanks for joining this thread, LuLu4.

I want to make sure you're able to get your accountant added to the QuickBooks Online account.

Just to make sure I'm on the same page, were you able to try the troubleshooting steps mentioned above or resend the invite? If so and they're still not receiving the invitation I recommend reaching out to the QuickBooks Online Support Team. An agent will be able to take a closer look to determine why your accountant isn't receiving the invites. This can be done directly through your account by:

1. Clicking Help.

2. Then select either of these two options:

• QB Assistant: Type in Talk to an expert. You'll get options for expert help.
• Search: Select Contact us to be connected to an expert for help.

I'm linking a few articles below that I believe you'll find useful in this situation:

• Add accountant users
• Invited user didn't receive your email invitation
• Get help with QuickBooks products and services

Please don't hesitate to drop a comment below if you have any other questions or concerns. I'll be here to lend a hand.