How to add external accountants to your account in AccountingSuite™


            Did you know that you can add an unlimited number of external accountants as users in your AccountingSuite™ account?   You can - and they don't count against your allotted concurrent user count.         

            Here's how you do it:

            1. Go to your user list by clicking Quick Menu ➜ User List.

            2. Click Add My External Accountant.  (figure 1, below)

            3. Enter the email address of the external accountant.

            4. If the person has already been verified by someone else, a pop-up window will appear asking your to validate the Accountant's information. (figure 2, below) Once done, Click Save and Close.

            5. For those that are not already verified, submissions will be manually verified to ensure the person is an accountant or a bookkeeper.

            6. You will receive a notification when verification is complete and the new Accountant will be added to your user list.

            7. Wash, rinse, repeat as needed.






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            Updated: 14 Sep 2018 04:15 AM
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