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Getting Started
Thanks for checking in with us,
Once you invited your accountant, it possible your QuickBooks company may not be connected to your accountant's firm. To see who's connected, your accountant can perform the steps below:
- In QuickBooks Online Accountant, go to the Gear icon.
- Select Switch Company.
- Tap the dropdown symbol under your QuickBooks Online Accountant firm name.
- Look for your client's company.
Then, let's them check the client lists by following the steps below:
- In QuickBooks Online Accountant, go to the Clients menu.
- Find your client's name.
- Look for the QuickBooks symbol next to their name.
If the same thing happens, just invite your accountant to review your accounting in QuickBooks Online (QBO) again. Then, please contact our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. Here's how:
- Go to the Help menu at the upper right.
- Select Contact Us.
- Enter your concern.
- Click Let’s talk.
- Choose Start a chat. and type in your contact info.
Feel free to visit our Manage Your Account page for more insights about managing your Intuit account.
I'd like to know how you get on after trying the steps or after contacting our support, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always.