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Nov 19, 2024 7:38 PM UTC
Question

Potential Accountant User Access

Can you add an accounting firm with 'read only' access? Thx!

1 reply

Candice C
Nov 19, 2024 8:26 PM UTC

Good evening, @lisa-2i-t-com. 

 

It's great to see you back in the Community! 

 

With access to your company, your accountant can review your books, make corrections, and collaborate on any issues. Accountant users have additional privileges that let them undo entire reconciliations, reclassify transactions, and write off invoices. They can also use accountant-specific tools to help you prepare for taxes. 

 

With that being said, there isn't a way to let your accountant have a read only status on your account. 

 

I hope this helps answer your question. I'm only a post away if you have any other concerns. Have an amazing day!