Accounting Firms

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Accounting Firms: I removed access to a client. Now I need to regain access. Client still shows me as the accountant & can’t resend invitation. How do I regain access?

The reason why your client can’t resend the invitation is that you’ve already accepted it before.  To be able to resend the invitation, you’ll need to be removed first on his/her Accounting firms screen.

 

Let your client follow the steps below:

 

  1. Select the Gear icon at the top, then choose Manage […]

Resolution for 'Accounting Firms issue: 'I removed access to a client. Now I need to regain access. Client still shows me as the accountant & can’t resend invitation. How do I regain access?' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'I removed access to a client. Now I need to regain access. Client still shows me as the accountant & can’t resend invitation. How do I regain access?', click the link below:

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Accounting Firms: How do I delete my Accountant profile? I had created one for a client, but now have been added within my firm as a Team Member so I don’t need the additional profile

Let’s go ahead and remove an accountant user in your profile.

Here’s how:

  1. Click the Gear icon.
  2. Choose Manage Users.
  3. Under Accounting Firms, click to highlight the accountant user.
  4. Click Delete.
  5. You will receive a message, “Are you sure? If you delete this firm you won’t be able to access documents you shared in My Accountant.“, […]

Resolution for 'Accounting Firms issue: 'How do I delete my Accountant profile? I had created one for a client, but now have been added within my firm as a Team Member so I don’t need the additional profile' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'How do I delete my Accountant profile? I had created one for a client, but now have been added within my firm as a Team Member so I don’t need the additional profile', click the link below:

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Accounting Firms: Hi I want to add my accountant using the app but can’t get it to work

Adding an accountant can be done through the web browser. Doing it on the mobile app is unavailable.

Here’s how:

  1. Sign in here: https://c34.qbo.intuit.com/qbo34/login?locale=en_GB.
  2. Click the Gear icon.
  3. Select Manage Users.
  4. Select Accounting firms.
  5. Enter your accountant’s email, then select Invite.

Your accountant will receive an email invitation. […]

Resolution for 'Accounting Firms issue: 'Hi I want to add my accountant using the app but can’t get it to work' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'Hi I want to add my accountant using the app but can’t get it to work', click the link below:

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Accounting Firms: I have QBO through an accountant. How do I transfer to a different accountant?

It seems that your subscription is under your accountant’s Wholesale Billing. You’ll need to reach out to your accountant so they can remove your company from their client list.

However, if you’re not under the accountant’s wholesale billing, you can remove your recent accountant in the Manage […]

Resolution for 'Accounting Firms issue: 'I have QBO through an accountant. How do I transfer to a different accountant?' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'I have QBO through an accountant. How do I transfer to a different accountant?', click the link below:

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Accounting Firms: Under “Accounting Firms”, I am missing button options to “Invite Accountant”, “Delete”, etc.

Resolution for 'Accounting Firms issue: 'Under “Accounting Firms”, I am missing button options to “Invite Accountant”, “Delete”, etc.' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'Under “Accounting Firms”, I am missing button options to “Invite Accountant”, “Delete”, etc.', click the link below:

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Accounting Firms: When you remove an accountant from your Quickbooks online… does the removed user get an email alerting about this action?

Yes, they will! Once an accountant has been deleted from your Accounting Firms list, they will receive an automated notification.

Resolution for 'Accounting Firms issue: 'When you remove an accountant from your Quickbooks online… does the removed user get an email alerting about this action?' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'When you remove an accountant from your Quickbooks online… does the removed user get an email alerting about this action?', click the link below:

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Accounting Firms: When you remove an accountant from your Quickbooks online… does the removed user get an email alerting about this action?

Yes, they will! Once an accountant has been deleted from your Accounting Firms list, they will receive an automated notification.

If you have other questions about email alerts or the Manage Users page in QuickBooks Online, please shoot away.

Resolution for 'Accounting Firms issue: 'When you remove an accountant from your Quickbooks online… does the removed user get an email alerting about this action?' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'When you remove an accountant from your Quickbooks online… does the removed user get an email alerting about this action?', click the link below:

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Accounting Firms: Undo accountant notification

Are you trying to remove an accountant’s user? If so, only the subscription administrators (Master Administrator, Company Administrator, or Accountant) can do this. Please follow the steps below:

Here’s how to remove an accountant user:

  1. Go to the Gear icon at the top.
  2. Select Manage Users.
  3. […]

Resolution for 'Accounting Firms issue: 'Undo accountant notification' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'Undo accountant notification', click the link below:

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Accounting Firms: The new security process with QB is terrible. Is QB going to find an option for accounting firms that have hundreds of QB files? Hey QB…..Think about it!

They’ve made no suggestion that they care or are planning to remedy the current situation.

Intuit has adopted the position that it is their responsibility to dictate to you how to keep your accounting data safe.  Many here disagree that that is their responsibility.

Resolution for 'Accounting Firms issue: 'The new security process with QB is terrible. Is QB going to find an option for accounting firms that have hundreds of QB files? Hey QB…..Think about it!' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'The new security process with QB is terrible. Is QB going to find an option for accounting firms that have hundreds of QB files? Hey QB…..Think about it!', click the link below:

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Accounting Firms: User management (adding, deleting and changing access)

You must be a Master Administrator or a Company Administrator to add a new user.

For directions on transferring the Master Administrator Role, see KB 3799.

Adding a new user:

  1. Choose Gear Icon > Manage Users.
  2. Click the New button at the bottom-right.
  3. Select which type of user you’d […]

Resolution for 'Accounting Firms issue: 'User management (adding, deleting and changing access)' available: Yes.

The Accounting Firms issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Accounting Firms issue yourself by looking for a resolution described in the article. If it is a complex Accounting Firms issue or you are unable to solve the issue, you may contact us by clicking here or by using other Accounting Firms support options.

For more information about resolving issues related to Accounting Firms in Quickbooks/QBO or to get support for the issue 'User management (adding, deleting and changing access)', click the link below:

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