Review pending and connected accounting/bookkeeping firms
1. In the navigation menu, go to Settings.
2. Under Company settings, select Accounting/Bookkeeping firm.
3. Locate the relevant card.
- If your invitation is pending, the invitation date, company ID, and role will be displayed.
- If your invitation is accepted, the firm’s name, account owner, connection date, type of firm, role, and number of people with access will be displayed.
View and edit accounting/bookkeeping firm’s roles and permissions
1. In the navigation menu, go to Settings.
2. Under Company settings, select Accounting/Bookkeeping firm.
3. Click on the relevant card.
4. Under Firm settings, Firm permissions are listed in a table.
5. To make changes, click Edit. For each permission, indicate whether the firm should have View & edit, View only, or No access.
6. When you have made the desired changes, click Save.
View firm administrators with access to your company
1. In the navigation menu, go to Settings.
2. Under Company settings, select Accounting/Bookkeeping firm.
3. Locate the relevant card and click the three dots.
4. In the drop-down menu, select View administrators.
Configure firm role
1. In the navigation menu, go to Settings.
2. Under Company settings, select Accounting/Bookkeeping firm.
3. Locate the relevant card and click the three dots.
4. In the drop-down menu, select Configure roles.
5. Under Role, select the desired role for your firm.
6. Click Save to save your changes.