Accounting Ideas

Add a bookkeeper and an accountant to partner edition

For a few of my larger clients my very small practice acts as a bookkeeper only. When these client already have an accountant using Partner Edition then they cannot also invite me as the bookkeeper to work through my own Partner Edition. This cannot be an unusual situation but does cause some issues for me.

  • Guest
  • Jan 27 2023
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  • Guest commented
    27 Mar 10:20pm

    Same problem with me too but with Accountants edition. And now the only way I can get my accountant the file is by doing a general ledger report. Or the accountant needs to start another email address. Really?! Seem like a just went backwards.

  • Guest commented
    6 Nov, 2023 11:39am

    This is a complete nightmare and this needs to change.

  • Guest commented
    16 Oct, 2023 01:09pm

    A problem for myself also, except that I am the bookkeeper with a partner edition, and 9 months on it still hasn't been resolved, rather frustrating.