How can I invite my accountant or Bookkeeper?

To invite your accountant to your Business Finance Assistant account, please follow the steps below:

• Go to 'Reports'
• In the 'Accounting Reports' section, click the link to 'Invite an Accountant':

• Fill out the fields
• Click 'Send'

Your accountant will receive an email sent from the following address: [e-mail] with the subject line: You’ve been invited to join Business Finance Assistant

Your accountant should click the link in the invitation and create a new password:

If  'Accountant Mode' has already been enabled from 'Your Profile' > 'Preferences', the link to the invite will have been replaced by additional financial reports.

You can add your accountant as a user from: 'Your Profile' > Manage Users > Add a new user > select access level as 'Accountant'.

Your Accountant can also be invited from Step 5 of the 'Welcome Section' screen on the home dashboard:

Please refer to this article for more information: How do I add or remove a user?