Quickbooks Online Accountant Invite Not Working. Web here's how to invite your accountant: If they invited you with the correct email address (the one you’ve already used for login) then sometimes qb can be quirky here.
Click the gear icon again, and then select manage users. Enter your new user’s name and email address, then click save. To begin sharing tax data with the accountant, click let's get started. Next, the welcome screen will appear. Check web browser issues step 3: Web inviting accountant user problem in qbo my client has attempted to invite me and a second accountant user to no avail. Be sure not to use any extra characters or leave any blank spaces before, within, or after the address. Web after updating your user id and email, your preparer will need to update your email address on the link for accountants portal, so the intuit link notification emails go to the correct email address. If they invited you with the correct email address (the one you’ve already used for login) then sometimes qb can be quirky here. Web the email address that the accountant sent the invite to will be the taxpayer's user id.
Web tap the accounting firms tab. If they invited you with the correct email address (the one you’ve already used for login) then sometimes qb can be quirky here. Be sure not to use any extra characters or leave any blank spaces before, within, or after the address. Web inviting accountant user problem in qbo my client has attempted to invite me and a second accountant user to no avail. More options will appear on the screen depending on the user type you select. Once done, go back to the manage users settings and then delete. Web select resend invite in the action column. Web the email address that the accountant sent the invite to will be the taxpayer's user id. In the manage users page, select the accounting firms tab. The taxpayer will be asked to enter their phone number and create a password. Web to invite your accountant, follow the steps below:
