ProfitKeeper Setup Instructions

Follow the steps below to grant Ceterus with access to submit financials on your behalf. We ask that you complete this setup now and we will upload financials once the onboarding process is complete. 

  1. Login to ProfitKeeper
  2. If the correct location is not already selected, click on Change Location and search for it, then click Change
  3. Select Setup
  4. Select Edit Business
  5. Change Team at the bottom of the page to the one labeled "Ceterus"
  6. Click Save & Exit

Steps 2-6 must be repeated for each store. Alternatively, you can provide your username and password and we will complete these steps for you.

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