- Log in to QuickBooks Online
- Click on the Settings gear icon in the top right corner
- Select Manage Users
- Required: On the next screen, choose Accounting Firm. Ceterus cannot be added as users.
- Click Invite Accountant
- Use the following information to invite Ceterus to QuickBooks Online
- First Name: Ceterus
- Last Name: Bookkeeping
- Email: firstname.lastname@example.org
7. Provide Ceterus with the exact name of your QuickBooks Online file to verify access
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