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 Payroll to allow inDinero to download your account activity.
Log into your account and choose Manage Users from the Your Account tab’s drop-down menu.
Click the New button on the right, beneath the Manage Users section.
Select This user is my Accountant. Click Next.
Set access rights to All. Click Next.
Mark No. inDinero will not need to fill out a timesheet. Click Next.
Enter the following information and click Next.
- First Name, Last Name
inDinero, Finance Team
- Email Address
(e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
Email your dedicated service team to let them know the process is complete, and they can take over the sync process from there.