Adding External Accountants as Users

Adding External Accountants as Users

Overview

In CustomBooks™, you can grant access to an external accountant, CPA, bookkeeper, or accounting professional by creating a user account for them within your account. This allows your trusted advisor to log in and assist with bookkeeping, financial reviews, reporting, and other accounting tasks directly within your CustomBooks™ subscription. Since CustomBooks™ supports unlimited users, you can invite as many external professionals as needed.

How to Add an External Accountant

Please note that only the Subscription owner can add an external accountant.
  1. Start by logging in using the subscription owner's email address.
  2. In the CustomBooks™ application, go to Admin Panel > Security Settings.
  3. From the User List tab, click the Add button > then choose My External Accountant.
  4. Enter the external accountant's or the bookkeeper's email address and then click OK to proceed to the next step.
  5. Provide the required external account information, then click Add. The more information entered, the faster the verification process. All the information entered will not be used for marketing or 3rd party communications, only for verification.
  6. The added external accountant user will then receive an email with the link to set up the login password.

By following these steps, you can easily and securely add an external accountant or bookkeeper (or something similar) to your system.

If you want to learn more about Users and Roles (User Profile) and Security, visit the knowledgebase articles below.
  1. Users
  2. Roles and Security

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