In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from FreshBooks to allow inDinero to download your account activity.
- Log into your FreshBooks account, click the People tab and then the Accountant sub-tab just below that.
- Within the Accountant tab, click the Invite Your Accountant button in the pop-up.
- Enter your unique inDinero email address and send the invitation.
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)