Hello Striegel Knobloch & - Here Are Your Articles for Wednesday, June 13, 2018
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Is This Your Situation: Trying to Give Your Accountant Access to QuickBooks

 

Business owner can take advantage of many benefits when their accountants have direct access to the company QuickBooks file. First, the accountants can help you make financial decisions more quickly. They can analyze your financials without interrupting your busy workday. Additionally, your accountants will have easy access to review your tax planning and to file your tax returns.

Having instant access to your QuickBooks file is also beneficial to your accountants. They can review the books more often and do it at a time that’s convenient for them.

Giving your accountant access to your QuickBooks Online file is simple. First, click the gear icon in the top right corner of your screen, and then click Manage Users.

 

Next, click on Invite Accountant in the bottom half of your screen.

 

Then, add the accountant’s email address and name, click Next and then Finish to confirm. Your accountants will receive an email inviting them to the file. When they accept the invite, access will be granted.

If you have any questions about giving us access to you QuickBooks file or other QuickBooks related issues, please call us.

 
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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