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.
- yourcompanyname@indinero.com
(e.g. if your company name is Evolve Enterprises, the email will be evolveenterprises@indinero.com) - Once your service team accepts the invitation, their contact information will appear in your Accountant sub-tab, and they will be able to view or download your Reports and Journal Entries.
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