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November 19, 2024
Question

Potential Accountant User Access

  • November 19, 2024
  • 1 reply
  • 0 views

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

1 reply

Candice C
November 19, 2024

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!