Why accountant is unable to view company data using Accountant Online?

It's a pleasure to have you join us in the Community space, @Ronang. It is quick and simple to find out why your accountant is unable to access your company file. I'll provide you with some guidance on how to review their access and steps for troubleshooting to address any issues.

Before proceeding, did your accountant encounter any error messages while trying to access your company file? Any additional information they can provide would be valuable in helping me investigate this further.

Then, you'll want to review if they're successfully added to your company file. To verify, follow the steps below:

1. Go to Gear icon ⚙, then select Manage users.
2. Select the Accountants or Accounting Firms tab.
3. Verify if the accountant is successfully added to your company file.
   
   
    

Let me also share this article on how to successfully add your accountant in QBO: Add accountant users in QuickBooks Online.

If the accountant user is set up correctly but continues to encounter the same problem, suggest that they attempt to open the account in a private browser. Unexpected issues in the program can sometimes be influenced by the data stored in the cache. Regular browsers tend to overwrite themselves and retain history unless manually cleared.

Use these keyboard shortcuts to launch a new private window:

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

If the company file is showing , clear the cache to resolve browser issues in QBO. You can also use a different browser and see if the problem persists there.

Additionally, I'll provide you with these resources that you can share with your accountant to assist them in efficiently managing your company file and ensuring seamless data management:

• Manage clients in QuickBooks Online Accountant
• Open and review clients' QuickBooks Online accounts

Please feel free to reach out if you have any further inquiries regarding user management within QuickBooks. Our team is readily available to assist you. Wishing you continued safety and well-being.