How to add external accountants to your account in CustomBooks™
Adding an External Accountant or Bookkeeper
Collaborating with an external accountant or bookkeeper is essential for maintaining accurate financial records and ensuring compliance. CustomBooks™ simplifies this process by allowing you to seamlessly integrate external professionals into your account.
- Start by logging in using the subscription owner email address.
- In the CustomBooks™ application, go to Admin Panel > Security Settings.
- From the User List tab, click the Add button > then choose My External Accountant.
- Enter the external accountant or the bookkeeper email address and then click OK to proceed the next step.
- 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.
- 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.
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