Share this content

Quickbooks accountant access not working

Logging on to Quickbooks as accountant but no client content showing up

Didn't find your answer?

We've been invited in to access a client's Quickbooks books online, but when we log in through our Accountant log in, when we click on the client page to access their postings it says there's nothing been posted.  I know this isn't true, as client has shown me all his sales activity on his QB account, on his phone.

We've tried phoning the QB helpdesk, but they suggested that maybe the client hasn't posted anything yet, which I know not to be the case, so that didn't really help!

Has anyone here encountered a similar issue and if so, how did you resolve it?

We've also tried using a different internet browser and that didn't make any difference either.

Replies (6)

Please login or register to join the discussion.

avatar
By SXGuy
10th Aug 2019 06:48

What did QB say when you told them that they had posted stuff so their theory was wrong?

Thanks (0)
avatar
By johnhemming
10th Aug 2019 06:53

I would expect this sort of thing to be somewhere where the client has created more than one account and you are trying to look at the wrong one.

It is unlikely to be a browser issue, but if I were you I would make sure I have tried with Chrome.

I myself would expect Chrome, Firefox, Safari and Edge all to cope with this sort of thing as it should not be that complex.

Thanks (1)
By Moonbeam
11th Aug 2019 15:44

Quickbooks helpdesk is staffed exclusively by college leavers who need to replicate the problem their end before they can work out the answer to your problem. Their experience of QB is usually very poor.
I've tried as hard as I can to solve my own QB problems for fear of being permanently enraged.

Thanks (0)
Replying to Moonbeam:
avatar
By carnmores
12th Aug 2019 22:47

I do not agree with this. On the QBO pro adviser line i find that most problems are solved quickly. N

Thanks (0)
avatar
By WoodyP
11th Aug 2019 16:05

Thanks all.
It was a colleague who rang them, as he's doing the work for the client and he didn't press the fact that we know the client has already made some postings to their system, so we'll probably need to call them again in the morning.

It might be that the client has 2 user accounts, so I'll look in to that before I ring the helpdesk again, as I wasn't overly impressed with the help provided. They seemed quite quick to give us something to go away and try that would get us off the phone, rather than sort the problem...

Thanks (0)
avatar
By carnmores
12th Aug 2019 10:02

this happened to me sometime ago - go to browser (chrome?) options and clear the cache and all temp files and then go out and in of QBO. if that doesn't work get client to cancel current invitation and reissue

Thanks (0)
Share this content