Adding us as your accountant in QuickBooks Online allows us to support your business by reviewing your books, resolving issues, and preparing for tax season. Follow these simple steps to connect us to your account.
Adding us gives us access to powerful accountant tools, like the ability to undo reconciliations, reclassify transactions, and write off invoices. These tools allow us to keep your books accurate and ready for any financial need.
Important: Adding us as an accountant user doesn’t count toward your QuickBooks usage limit. However, assigning us as your primary admin will. If you need to manage other users, refer to our guide on adding and managing users.
That’s it! Once we’re connected, we’ll have access to the tools we need to assist you effectively.
If you run into any issues or have questions, our team is here to help. We look forward to working with you!