Granting Accountant Access with QuickBooks Online

Edited

Please add TristanCPA as an accounting firm to Quickbooks by following the instructions below.

  • Log in to QuickBooks Online.

  • Click the gear icon at the top-right.

  • Click Manage Users.

  • Go to Accounting firms tab:

  • Click Invite.

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

Important: The TristanCPA user must be added as an "Accounting firm".