I have an update that can actually help. I found that you have to be logged in as the Master user in the accountant realm to set this up. My feeling based of of this, is that you might have to be a primary admin as a regular user to set it up also. Or at least a company admin.

PS. I don't see many posts that actually answer questions on the community. Just many many copy/paste answers; and the same ones over and over and over.