QBO - How to Invite KSM as the Accountant
Steps to Invite KSM as the Accountant
-
Sign in to QuickBooks Online as a primary admin.
- Select Settings ā, then select Manage users.
- Select the Accountants or Accounting firms tab.
- Enter qboa@ksmcpa.com, then select Invite.
- Send an email to helpdesk@ksmcpa.com and identify which KSM staff should have access
How to Request Access After the Invitation is Received
- Once staff have notified the client how to invite QBOA, the service request LINK HERE must be completed
- Enter Client number, name, QBO Business Name, Expected invitation date, List of staff to access
- If the client invites QBOA as a user instead, staff will be contacted to send the information above to the client