Click your company name in the upper left corner, then in the drop-down menu, click Settings.If you use Xero, here’s how you can give us access to your data: Entering your accountant’s first and last name is optional. Check the box next to Business and Accounting.Įnter your accountant’s first name, last name, and email address.Click the Invite a user button in the upper right corner. Choose Adviser as the user role and check the box next to Manage users. If you use QuickBooks desktop, you want to provide us with a backup copy of the QuickBooks file. (You also need to provide us with the administrator username and password so we can restore the backup file.)įortunately, the steps to do this work pretty simply, as described below. How to open a company file in qb for mac password# How to open a company file in qb for mac password#.
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