All you need to know to Sign up for QuickBooks online accountant and troubleshoot error
If you are a QuickBooks user you’ll know how the accounting software has improved over the years. New features and tools are introduced to make it faster, more accurate, and user-friendly. QuickBooks Online Accountant is a feature that enables you to access your ProAdvisor benefits, manage and handle QuickBooks Online clients, and team up with other company members.
In this article, we will be discussing the quick fixes to the QuickBooks online accountant and troubleshoot error that the user might encounter while performing the update process. However, you can also contact our toll-free QuickBooks support number i.e. +1-844-964-2960, in order to get help from accounting experts to save your time and effort.
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How to sign up from a client email invitation?
- If you receive an invitation from a client to be an accountant in their QuickBooks Online Company, you find an invitation link that you can follow to sign up for QuickBooks online accountant and troubleshoot error. Accept the invitation and you will be able to sign up for QuickBooks Online Accountant.
- In case you receive an error in the process of accepting the invitation, you can do the following.
- Open invitation in “Private mode“.
- Clear “Cache” and “Recreate the invitation“.
How to open a private browsing window?
You can use private browsing windows, also called incognito mode, to avoid damaged cookies, temp files, browser Add-ons, and other factors that may stop you from signing up to QuickBooks Online.
Google Chrome
Here is how you can open private browsing window (incognito window) in Google Chrome:
- Hold “Ctrl + Shift + N” keys to open the Incognito Window.
- Open QB Online accountant user email invitation.
- Find the “Invitation email” and right-click on the “Accept Invitation” link.
- Select “Copy Link Address“.
- Paste (by right-click or ctrl+v) the copied shortcut into the address bar.
- Hit “Enter” and you will be redirected to the login screen for QuickBooks Online Accountant.
- Log into “QuickBooks Online Accountant“.
Firefox
- Click on “Firefox” icon on the desktop to open a webpage.
- Press “Ctrl + Shift + P” keys on the keyboard to open “Private Browsing“.
- Open QB Online accountant user “Email invitation“.
- Find the “Invitation email” and right-click on the “Accept Invitation link“.
- Select “Copy Link Address“.
- Paste the copied shortcut into the address bar in another or same private browsing window.
- Hit “Enter” and you will be redirected to the login screen for QuickBooks Online Accountant.
- Log into QuickBooks Online Accountant.
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How to Clear caches, cookies, and temp files?
If you are a client/owner/admin
- Use your “Master Administrator/Owner credentials” to log into QuickBooks Online.
- Select “Company tab” and then “Manage Users“.
- Select “Accountants” and find the accountant user’s name.
- Go to the “Action” column and select “Delete” from the drop-down menu.
- Go to the “Manage Users” section and delete any other occurrence of the accountant user’s email.
- Choose “Invite Accountant“.
- Add the “Email address” and name of the Accountant (this step is optional), select to “Send the invitation“.
- Log out of QuickBooks Online.
If you are an accountant
- Delete the “Temporary Internet files” in the browser.
- Close all “Web browsers“.
- Open the “Email invitation” you received from the client.
- Click “Accept invitation” in the email.
- Provide your “User ID/Email Address” and “Password“.
- Select “Sign In” option.
You should now be able to accept the invitation.
See Also: How to Fix QuickBooks Error Code 3140?
How to sign up in case you have an Intuit login or you are a ProAdvisor?
A QuickBooks Online Accountant firm can be created under the same login you already use:
- Go to the “Signup page” and select “Sign In“.
- Login screen will appear where you’ll have to enter your “Username and Password“.
- In case you are a ProAdvisor, you can use your existing ProAdvisor login credentials.
- Click on “Continue“.
How to sign up if you don’t have an Intuit login?
You can create QuickBooks Online login while signing up for QB Online Accountant. Here is how you can do that:
- Enter your “Email address, first name, last name, phone number, and password” for your account in the corresponding fields on the sign-up form.
- Your email will be used as your new “User ID” and you can use it to sign in to your new QuickBooks Online Accountant account.
- Click on “Continue” to make your QuickBooks Online Accountant firm.
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Sign up with QuickBooks Online Accountant via different websites
The users from different countries can sign up for QuickBooks online accountants through different websites.
- American users can register with QuickBooks online accountant – Click Here
- User from United Kingdom can register- Click Here
- Sign up using QuickBooks online accountant for Canada users – Click Here
- Australian users can register with QuickBooks online accountant – Click Here
- France users can register with QuickBooks online account – Here
Benefits of QuickBooks Online for Accountants
QuickBooks Online Accountant enables you for a comprehensive range of benefits, including accessing your ProAdvisor benefits, managing and handling QuickBooks Online clients, and teaming up with your other firm members from anywhere. No matter you wish to work with clients in the cloud or merely using it to access certification courses, the Find-A-ProAdvisor directory, or other benefits, QuickBooks Online Accountant caters to all your business requirements. Also, it’s also It’s free.
If you own a paid QuickBooks Desktop ProAdvisor membership, QuickBooks Online Accountant can also assist you to manage those benefits and enable you to download your accounting software and access Desktop certification courses that are not available to free ProAdvisors.
Winding Up
We hope you find this blog post helpful in signing up for QuickBooks online accountant and troubleshoot error. In case you are still unable to login to QuickBooks Online or receive an unexpected error, you can dial +1-844-964-2960 and speak to our certified QuickBooks online support experts.
FAQs Related to QuickBooks Online for Accountant
If you have never used QuickBooks, TurboTax, or another intuit product, then perform the below steps:
1. Ask your client to invite you to be their accountant.
2. Open the invite mail and choose accept invitation link.
3. Now, perform the steps to create an account and sign up successfully.
Invite an accountant:
1. Sign in to QuickBooks self-employed
2. Select your profile ⚙ icon.
3. Choose accountant
4. In the invite your accountant field, enter the accountant’s email address.
5. Choose send invite
6. Click on done
In QuickBooks online, you can invite an accountant without any charges.
Depending upon what you enter when setting up QuickBooks first, you will start in either business or accountant view. To switch views: you can select settings tab and choose switch to business view or switch to accountant view.
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