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L
lindak1119
Level 7
January 8, 2019
Question

I don't have the My Accountant menu tab. How can I get it? I am the Master Admin for my account.

  • January 8, 2019
  • 4 replies
  • 51 views
No text available

4 replies

Adrian_A
Adrian_A
Level 8
January 8, 2019

Hello there, finance8.

 

The My Accountant tab is only available in the United States (US), Canada, United Kingdom (UK), and Australia. You might have signed up for QBO account on a different region.

 

 You can sign up for another account with the correct country.

 

You can change the country by scrolling down on the page and clicking the Select a Country tab. Please see screenshot for your guide.

 

Feel free to post here again. Have a great day.

N
natalie4
March 27, 2019

I don't have this tab either, where can I find it? 

 

 

Nat.

R
RaymondJayOQuickBooks Team
QuickBooks Team
March 27, 2019

Thanks for joining this thread, @natalie4. 

 

Yes, @Adrian_A is correct. The My Accountant tab is only available on the specific countries mentioned by my peer above. 

 

Just to verify, are you using the international version of QBO? If so, there isn't an option to see this tab. 

 

If you're using the supported versions, you can find this tab from the left menu of your account. Please see the screenshot below to serve as your visual reference. 

 

 

 

For more information about this tab, here'a great article you can refer to: How to Use the My Accountant Tab. 

 

I'll be around to help if you have follow-up questions about this or should you need anything else, @natalie4. Have a good day. 

C
Carmenv
July 22, 2020

Hi, My Accountant tab is missing in QB-online. I use this tab on a daily basis and it was there yesterday. 

Can you tell how I can get it back?

Thank you in advance,

Carmen 

 

R
ReymondOModerator
Moderator
July 22, 2020

Hi there, @Carmenv.

 

There's an ongoing issue with regards the My Accountant tab not showing in the left navigation menu. Our product engineers are aware of this problem, and are now working hard to fix this the soonest.

 

If you haven't contacted our Customer Care Team yet, I recommend giving them a call. This way, they can add you to the list of the affected users. They will also update you through email once a fix becomes available.


Here's how you can reach out to them:

 

  1. Click the Help icon.
  2. Hit Contact us.
  3. Enter "Bank balance is not updating" with your bank's name in the description, then click Let's talk.
  4. Choose Get a callback.


Just a heads up, due to COVID-19, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday. We will resume normal hours as soon as possible.


To ensure we address your concern on time, check out our support hours. 

 

In case you need help in performing other tasks in QuickBooks Online, you can check our articles here. Make sure that the topic is set as "QuickBooks Online."

 

Feel free to go back to this thread if have further questions. I'll always have your back.

    M
    M Graves
    August 16, 2020

    This past week I logged in and the My Accountant tab down the left side of the screen was missing. My customers and I use this to transfer information securely back and forth. My customers upload their monthly bank statements here for me and the tab is missing. I have gotten around it by sending them a Client Request, but for those that aren't as adept at using the functionality of QBO this is not working out real well. I hope with the new updates you're not taking this tab away.

      W
      Wardogsmith
      April 1, 2024

      I am having a hard time with not being able to have the Account tab. I am the admin on my company’s quickbooks and have full access to everything. I am trying to undo reconciliation and I am not allowed. Our accountant is busy so I am trying to get my quickbooks out of the negative. And to do that I need to i reconciliation back a few months because I had to edit some of the accounts. Help please. 

      D
      DebSheenD
      Level 5
      April 1, 2024

      Hello there, @Wardogsmith.

       

      I'm here to share some information about the undoing reconciliations in QuickBooks Online (QBO).

       

      Just to confirm, are you using the QuickBooks Online Accountant (QBOA) version? If so, you have the option to undo a reconciliation. Here's how:

       

      1. Go to the Gear icon at the top and pick Reconcile under the Tools column.
      2. On the Reconcile an account page, select History by account.
      3. On the History by Account page, click the Account and Report period to locate the reconciliation to undo.
      4. Choose Undo on the Action column, then Yes.
      5. In the final confirmation window, pick Undo and OK.

       

      On the other hand, if you don't have this option, it's possible that you're not using QBOA. If that's the case, you can edit the transaction manually to undo the reconciliation. 

      Here's how:

       

      1. Go back to the Gear icon at the top, then pick Chart of Accounts under Your Company column.
      2. Locate the appropriate account for the transaction and select View Register in the Action column.
      3. Identify the transaction to edit.
      4. In the reconcile status column (indicated by a checkmark, repeatedly click the top line of the transaction to change the status, then Save.

      • C - Cleared.
      • R - Reconciled.
      • Blank - Not cleared or reconciled.

       

      For your reference, you can also check out this article for further guidance: How to unreconcile a transaction or undo a reconciliation.

       

      Most importantly, if you need to invite your accountant, I've got this article on how to add them to your QuickBooks Online account. With this, your accountant can review your books, make corrections, and work with you on any problems if they have access to your business: Add accountant users in QuickBooks Online.

       

      Never hesitate to come back here. We are always ready to assist you, especially with reconciliation concerns. Keep safe.

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