Accountant Access
Question asked by Sharon Petrie 9 years ago
How do I give access to my accountant to do my year end accounts? Do I invite him as a user?
Question asked by Sharon Petrie 9 years ago
How do I give access to my accountant to do my year end accounts? Do I invite him as a user?
Hi Sharon, below is a link to our Support Guide on inviting a user into your account, just in case it is any help to you.
https://www.clearbooks.co.uk/support/guides/users-2/how-to-invite-other-users-into-your-account/
You do Sharon, just set the privileges you want him to have.