Effective Dec. 3, 2015, all of our Accountant users were migrated to the all-new QuickBooks® Online Accountant. If you or someone in your firm actively used QuickBooks Online Accountant or QuickBooks Online during the last year, you should have noticed the new look, feel and new features of QuickBooks Online Accountant.
We’ve received great feedback, but we wanted to help clear up some frequently asked questions about transitioning to the new version.
Q: The previous version of QuickBooks Online Accountant (office.intuit.com) showed my firm employees as users, and those employees had access to clients’ books. My employees have not been upgraded to the new QuickBooks Online Accountant. How can we upgrade them?
A: When your firm was upgraded to the all-new QuickBooks Online Accountant, only firm administrators were set up as firm employees with access to clients’ books.
In order to upgrade your employees to the new QuickBooks Online Accountant, you will have to invite them to your firm. To invite employees, follow these steps:
- Log into the new QuickBooks Online Accountant.
- Go to the “Team” tab.
- Click on “Add User” to invite each employee.
Once an employee accepts your invitation, they will be signed up for the new QuickBooks Online Accountant, and added as an employee of your firm. You can then manage each employees’ access to specific clients’ books via roles and permissions.
Q: I (user A) am the owner of my accounting firm. Our firm was upgraded to the new QuickBooks Online Accountant, and one of my employees (user B) was set up as the new “Administrator” for the firm. Also, I don’t have access to the new QuickBooks Online Accountant. How do we change this?
A: When your firm was upgraded to the all-new QuickBooks Online Accountant, user B was set up as the firm administrator, based on product data. In order to receive access to the new QuickBooks Online Accountant, please have your current firm administrator (user B) invite your firm through the following these steps:
- Log into the new QuickBooks Online Accountant.
- Go to the “Team” tab.
- Click on “Add User” to invite user A.
Once you accept the invitation, you will be signed up for the new QuickBooks Online Accountant, and added as an employee of your firm. The current firm administrator (user B) can then make you the new administrator.
Q: Some of my employees were able to access clients’ data from the “Company Selection Screen” that you see, as soon as you log into QuickBooks Online. They no longer see those clients on their company selection screen. Why? How can we change access to those employees?
A: When your firm was upgraded to the all-new QuickBooks Online Accountant, only firm administrators were set up as firm employees with access to clients’ books. However, non-admin employees retained access to clients’ books through the ‘company selection screen.’
Subsequently, as a security measure, we have decided to limit access to only firm administrators, and employees explicitly invited by a firm administrator.
To make sure your employees have access to clients, please invite them to your firm by following these steps:
- Log into the new QuickBooks Online Accountant.
- Go to the “Team” tab.
- Click on “Add User” to invite each employee.
Once an employee accepts your invitation, they will be signed up for the new QuickBooks Online Accountant, and added as an employee of your firm. You can then manage each employees’ access to specific clients’ books via roles and permissions.
Q: On the previous version of QuickBooks Online Accountant, I invited an employee (user A) to access our firm clients’ data. However, user A went on holiday and did not access clients’ data for a long time. After upgrading our firm to the new QuickBooks Online Accountant, user A no longer has access to clients’ books, either through the company selection screen or through the new QuickBooks Online Accountant. How do we fix this access?
A: When your firm was upgraded to the all-new QuickBooks Online Accountant, only firm administrators were set up as firm employees with access to clients’ books. To make sure your employees have access to clients, please invite them to your firm by following these steps:
- Log into the new QuickBooks Online Accountant.
- Go to the “Team” tab.
- Click on “Add User” to invite each employee.
Once an employee accepts your invitation, they will be signed up for the new QuickBooks Online Accountant, and added as an employee of your firm. You can then manage each employees’ access to specific clients’ books via roles and permissions.
