To streamline the process and facilitate seamless collaboration, you must grant our team access to your QuickBooks Online (QBO) account. Here's a step-by-step guide on how to do this:
Log In to Your QuickBooks Online Account:
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Access your QuickBooks Online account using your credentials.
Click the Gear Icon: "Settings"
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Once logged in, click the gear icon to access the settings.
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Click on "Manage Access":
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Look for an option like "Manage Access" or a similar term within the QBO dashboard. Click on it to proceed.
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Provide Access Email:
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In the designated field for granting access, enter the email address bookkeeping@taxfyle.com. This email address is the point of contact for our team.
Confirm Access:
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Confirm and save the changes to grant access to our team. This step is essential for the Tax Professional to access the necessary information and provide effective
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support.
By following these steps, you ensure a smooth and secure connection between your QBO account and our team at Taxfyle. This access allows the Tax Professional to work efficiently within the platform, addressing your bookkeeping needs and providing support for a seamless financial management experience. Contact our support team for assistance if you encounter any challenges or have further questions.