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June 9, 2021
Question

Can I change to another bookkeeper?

  • June 9, 2021
  • 1 reply
  • 0 views
How can I request a change in bookkeepers?

1 reply

June 9, 2021

You've got me here to help you change your bookkeeper, dmatern-cfl-rr-c.

 

To change an accountant, you may need to delete the old accountant's information. I'll walk you through how:

 

  1. Go to the Gear icon and select Manage Users.
  2. Highlight the name of the user you wish to delete.
  3. On the bottom right of that field, click Delete.
  4. You will now get this message: Are you sure you want to delete?
  5. Click Yes

To give access to a new bookkeeper, you can follow these steps:

 

  1. Choose the Gear icon and select Manage Users.
  2. Under Accounting Firms at the bottom of the page, click Invite Accountant.
  3. Enter Accountant's email address.
  4. Click Next then Finish.

Have your accountant check her/his email and accept the invitation through the email link.

 

That's it! If you have any other questions about managing your account, please add them in a comment below. I'll be sure to answer them.