How to add an advisor on QuickBooks


Have you decided your business could benefit from some bookkeeping and administrative support? 

The next step is to add us as an advisor to your accounting software so that we can get started! (Good news – this is completely free to add to your existing account). 

  1. Sign into your QuickBooks Online account as a primary admin.
  2. Go to Settings then click on ‘Manage users.’
  3. Click the ‘Accounting firms’ tab.
  4. Click ‘Invite.’
  5. Enter your accountant’s or bookkeeper’s information. 
  6. Click ‘Save.’

If you need a hand setting this up, check out QuickBook’s support page here or get in touch with us today.