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 QuickBooks Online to allow inDinero to download your account activity.
- Sign in to QuickBooks Online.
- Click the gear icon, and then Manage Users.
- Go to the accountants section and click Invite Accountant.
- Enter the following information:
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
- First Name
- Last Name