FREE QUOTE

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INVITE US TO YOUR QUICKBOOKS ONLINE ACCOUNT

1. Sign in to QuickBooks Online as a primary admin.

2. Select Settings, then select Manage Users

3. Select the Accountants or Accounting firms tab.

4. Enter our email address:  spb@dreamfinderllc.com, then select Invite

REMOVE US FROM YOUR QUICKBOOKS ONLINE ACCOUNT

Bookkeepers can't remove themselves from the Manage Users page, so if you decide you don't wish to move forward after receiving your quote, here's how to remove our access to your account:

1. Sign in to QuickBooks Online as a primary admin.

2. Select Settings, then select Manage Users

3. Select the Accountants or Accounting firms tab.

4. From the Action column next to our name, select Delete.

5. Select Delete.

•  Your bookkeeper will receive an email about the invitation.  You'll know they accepted your request when the status on the Manage Users page changes from Invited to Active
• Your bookkeeper will get a link to access your QuickBooks Online company.