December 30, 2020
1.Navigate to the Manage Users Menu
From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.
2.Open Invitation
On the Manage Users page, click Invite Accountant to open a new invitation.
3.Enter Your Dedicated Accountant's Name and Email
Enter your dedicated accountant’s name and email address into the text boxes and click Next when you’ve finished.
If you are unsure of who your dedicated accountant is, Click here and our office will provide the dedicated accountant's name and e-mail address.
4. Finalize Invitation
Click Finish and you’re done. Your accountant will get an email with a link to your QuickBooks. From there, it’s up to your accountant to log in and start working on your books.
