Ensuring your accountant has seamless access to your financial records is essential for efficient management and security. I'll help you update your accountant's email, Stephen.
First, you'll need to add your accountant again using their new email. Here's how:
Go to the Gear icon and choose Manage Users.
Tap the Accountants tab and enter your accountant's new email address.
Click the Invite option. Your accountant will receive an email with a link to sign in.
Once your accountant signs in and accepts the invite, their status will change to Active.
Hit Next and Tap on Finish.
Then, you'll need to remove the accountant user with their old email address. Here's how:
Go to the Gear icon and choose Manage Users.
Tap on the accountant you want to remove. Then, from the Action dropdown, tap Delete.
To help you keep your records accurate and your business running smoothly, I've included some resources below detailing reconciliation reports and the workflow in QBO:
Keep us posted if you have further questions about managing your accountant's information. I'm ready to assist you in ensuring everything runs smoothly. Let's tackle any challenges together. Take care.
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