For a more accurate quote, consider adding us as a QBO Accountant user on your QuickBooks Online account. A QBO Accountant Invite is not permanent, you can remove access at any time.
Please follow the video & instructions below for granting QBO Accountant Access:
HOW TO INVITE ACCOUNTANT TO QUICKBOOKS ONLINE (QBO)
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
HOW TO REMOVE QBO ACCESS
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.
Colossians 3:23 (NIV)
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