Quickbooks: Sign into QuickBooks Online > Select the Settings icon then Manage
users > Select Accounting firms > Select Invite > Enter the accountant’s
name as Shelia Mott and the email address as [email protected] > Save > Follow the next steps on screen > Select Finish > Select Continue.
Xero: Click on your organizations name on the top left > click settings > under general heading click on users > Click Invite a User > Enter Shelia Mott and [email protected] > For access give us payroll + business and accounting (advisor) > Send Invite
Note: If you are outside of the US, you will need to send access to a separate Quickbooks account. If your country is not listed below, please email [email protected] and we will send you the correct email to send access to. We apologize that Quickbooks does it this way.
You’ll get our Ecommerce Bookkeeping Guide, The 10 Ecommerce Bookkeeping Mistakes Ebook, our Monthly Finance Meeting Agenda, & a few surprises!