How To Give Us Access to Your QBO

Step 1 – Go to the Gear in the top right corner

Step 2 – Go to Manage Users

Manage User in QBO

Step 3: Click the “Accounting Firms” tab

Add Accounting Firm User in QBO

Step 4 – Click Invite

Invite Accounting Firm User in QBO

Step 5 – Enter the following information

  • First Name: Talbot
  • Last Name: Associates
  • Email: qbo@talbotcpa.ca 

Once it’s done, Talbot & Associates CPA will be set as an accountant in your QuickBooks Online account