I've been trying to add a user for the past two days, and I'm unable to. I don't get an error message, I just click on "save" and nothing happens.

I've been trying to add a user for one of my client companies for the past two days, and I'm unable to. I don't get an error message, I just click on "save" and nothing happens.  The user isn't added.  I've tried four different browsers; still not able to add the user.  (note: I have successfully added users in the past)


Answer

Hello there, juliaflint.

Before adding users in QuickBooks, here are few things to know:

  • You must have administrator rights to invite or remove an accountant.
  • You can invite up to two accountants. 
  • Accountants can remove themselves as long as they are not the lead accountant. 

Then, determine which Manage Users screen you have.

If you have the old Manage Users screen:
  1. Click the Gear icon on the Toolbar, then Manage Users.
  2. In the Accounting Firms section, select Invite Accountant.
  3. Enter your accountant’s email address. Then select Next, then Finish.
If you have the new Manage Users screen:
  1. Select the Gear icon on the Toolbar, then Manage Users.
  2. Click the Accountants tab.
  3. Invite your accountant.
  • If this is your first time adding an accountant, enter your accountant's email and select Invite.
  • If you've added an accountant already, select Invite accountant. Then enter the accountant's name and email address. Select Save.

Your accountant will receive an email invitation with instructions for signing into your company.

I'll be around if you have any questions about QuickBooks. Have a good one!

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IntuitKristyS , Community Support Specialist
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