In order to track and analyze your finances, your inDinero team needs access to your existing accounts. Follow the instructions below to allow inDinero access to your Quick Books Online account.
Step 1: Log into your QBO account and locate the Settings gear widget in the upper right-hand corner.
Step 2: Select Manage Users under the "Your Company" column.
Step 3: Click the Accounting Firms tab.
Step 4: Select the Invite button to add inDinero's information.
Step 5: From the populated form, fill out the information as:
First Name: Cloud
Last Name: Admin
Step 6: Once filled out, select Save to capture the information.
Step 7: Lastly, click Invite for the email invitation to be sent to your inDinero team to complete the setup. Note: After accepted, the user status will change from Invited to Active.
We're here to help! Please reach out to fullservice@inDinero.com with any questions on your setup process.