In this blog post, you’ll see what it looks like when you’re invited to join a QuickBooks Online team.
This is different from when a client invites you to their QuickBooks.
This is when an accountant user invites another accountant to their team.
Quick Instructions:
- Click the your invite link in your invitation email
- Click Sign in below the Welcome to QuickBooks text
- Enter your email address and click Accept Invitation
- Enter the 6-digit verification code emailed to you, click Continue
- Select the account you want to sign in with, click Continue
- Enter the 6-digit verification code sent to your phone, click Continue
- Click Continue on the success screen
Keep reading for a complete walkthrough with screenshots:
Emailed Invitation
When an account user invites you to their QuickBooks Online team you’ll receive an email that looks like this:
Click the “your invite” link to accept the invitation.
Sign In
I created this blog post because of the screen you see after you click the invite link. It’s a “create account” screen. If you’re like me, you already have an account. To sign in with your existing account click the tiny Sign in link below the Welcome to QuickBooks text.
On the next screen, enter the email address associated with your QuickBooks account. Then click the Accept Invitation button.
It will email you a 6-digit verification code. Enter that from your email and click Continue.
On the next screen, you’ll select the email address/account to use. Then click Continue. You’ll probably only see this if you have multiple accounts.
You’ll enter ANOTHER verification code, this time sent to a phone. Then click Continue.
Finally, you’ll see a success screen, click Continue.
That’s all there is to it. Scroll down to find a video walking through the process.
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If you have questions about accepting invites to QuickBooks Online click the green button below to schedule a free consultation.
