Our accountant has entered all data, but our view is blank. Bank records we have uploaded we can see but our accountant cannot. How do we share views?

To ensure that any changes made by you and your accountant reflect on both ends, let's verify if your accountant has been added to the correct company in QuickBooks, jkubisiak.

When you invite an accountant to your QuickBooks Online (QBO) company file, they have the same access as a company admin and can utilize specialized tools designed for accountants. To ensure they're set up correctly in your company file, please refer to this article for guidance: Add accountant users.

Additionally, ensure that your accountant has selected your company file from their firm when entering business data. This ensures that every records will reflect on both ends. For reference, please see the screenshot below:

If the setup is correct but issues still persist, you can consider opening both your accounts in a private browser to check if this is a browser-related problem. This approach helps identify issues caused by cached data or cookies, which affects how web pages are loaded and displayed.

Here are the keyboard shortcuts for opening a private browsing window in different browsers:

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

Once both of you are using a private browser, please log into your respective QuickBooks accounts and create a test transaction. If the transaction is visible to both parties, this indicates that the issue is caused by your browser's cache. To fix this, consider clearing your browser’s cache and make sure your browser is updated to prevent similar concerns in the future.

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Moreover, if you need help transferring data between QuickBooks and your spreadsheet, please refer to this article for guidance: Get started with Spreadsheet Sync for QuickBooks Online Advanced or Accountant.

If you have other concerns or questions about managing roles and access, feel free to use the Reply button below. We'll be around to help you any time.