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December 7, 2019
Question

Hi, why I don't have an option to add my accountant to quickbooks

  • December 7, 2019
  • 1 reply
  • 1 view
No text available

1 reply

MaryLurleenM
Level 6
December 7, 2019

There are two ways to add your accountant, ajpsouthwestdeco.

 

First, on the My Accountant tab located on the left pane. Just enter your accountant's email address and click the Invite button.

 

Second, is from the Manage Users window. Here's how:

  1. Click the gear icon.
  2. Select Manage Users under Your Company.
  3. Enter your accountant's email, then click Invite.

If none of these is available, let's try browser troubleshooting. Let's start with accessing your QuickBooks account on a private window. Then check if you have an option to add your account accountant. If you've successfully added them, go back to your regular browser and clear cache. Clearing the cache clears out the saved internet files that can cause browser issues.

 

Please let me know if you have additional questions.