Granting Accountant Access with Freshbooks

Please grant TristanCPA access to Freshbooks as an accountant by following the instructions below.

1. Log in to your Freshbooks account

2. Go to the People tab

3. Click on the Accountant sub-tab

4. Click on the green Invite Your Accountant button

5. Enter <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided, as TristanCPA's email

6. Click on the Send button, and TristanCPA should receive the email.