3 easy steps to invite me to your QuickBooks file…

Step 1: After logging into your QuickBooks Online file, go to the gear in the upper-right corner, and select “Manage Users”

Step 2: Locate the “Accounting Firms” area in your users screen, and click on the blue button “Invite Accountant”

Step 3: In the pop-up box that comes up, enter my info:

Accountant’s Email Address:  amy at mosaicbusiness dot net

<<Click Next>>

Then, click Finish.

This will send me an email inviting me to join your QuickBooks file as one of your 2 free accountant users.



Pin It on Pinterest

Share This