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