Ivan_G
Moderator

Account management

I appreciate you replying to this thread and bringing your concern to our attention, roch. I can see that you and your accountant are having trouble inviting them to manage your company file.

 

Did you try the recommendations above? If not, allow me to lead the way.

 

You can invite your accountant by ensuring you're on the Business view by reviewing the bottom right corner of the Gear icon. After this, resend the invite to your accountant.

 

Once your accountant encounters the same problem, let them access the invite through a private browser. Here are the keyboard shortcut keys by browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

If they can successfully access the invite and your company file, kindly let them clear their regular browser's cache and cookies. This procedure cleanses excessive data build-up, helping the system recover its full functionality. They can also consider using another supported browser if they get the same result.

 

For more information about handling the invitation issues, you and the accountant can check this link: What to do if you can't accept client invites in QuickBooks Online Accountant.

 

Nevertheless, please reconnect with our Support Team again so they can re-investigate this matter thoroughly if the issue persists.

 

I've also added this article for future use about transferring primary access to another user of your QuickBooks company: Change the primary admin user in QuickBooks Online.

 

Your questions and concerns are our main priority. Kindly reply to this thread if you require additional assistance inviting an accountant or other users into your QuickBooks company. I'll be more than happy to assist you again.