Step-By-Step Instructions

Navigate to the Manage Users Menu

From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.

Open Invitation

On the Manage Users page, click Invite CPA to open a new invitation.

Enter The CPA’s Name and Email

Enter your CPA’s name and email address into the text boxes and click Next when you’ve finished.

Finalize Invitation

Click Finish and you’re done. Your Katy CPA will get an email with a link to your QuickBooks. From there, it’s up to the CPA to log in and start working on your books.