Adding us to your Quickbooks Online
To allow our firm access to your QuickBooks Online (Accountant Access), continue by selecting the following image to display the animated instructions, (detailed instruction provide beneath the following image):
To allow our firm access to your Quickbooks Online, complete the following:
- Sign in to QuickBooks Online as a primary admin.
- Select the Settings ⚙️ icon, then select Manage users.
- Select Accounting firms.
- If you are inviting an accountant for the first time, enter the accountant's email address (Andre@ChoquetteCo.com), then select Invite. Follow the prompt to verify your account.
- If you are adding a second accountant, select Invite then enter their name and email address (Andre@ChoquetteCo.com), then select Save.
- Your accountant will be sent an email with a link to sign into your QuickBooks Online company.
- Until your accountant signs in, their status will remain as Invited on the Manage users page. After accepting the invitation, their status changes to Active.
- Click here to send a quick SMS/ Text to 604-262-9957 letting you know you have completed this process. We will then ensure our access and reply with a confirmation message.
You can also view the following animated image (Click to view and enlarge), which walks you through the above instructions
Our office will either send you a confirmation SMS/Text or email confirming our access to your QuickBooks Online.
If you experience any issue, we suggest the following:
- Click here to SMS/Text to 604-262-9957 (Click to SMS/Text Now) and we will assist you in completing this task.
- Click here to Book a Remote Access Appointment (for either Windows, Mac or Chromebook Devices). This will allow us to be able to view and navigate your devices screen to accomplish the above task.