QuickBooks Online Setup Instructions

  1. Log in to QuickBooks Online
  2. Click on the Settings gear icon in the top right corner
  3. Select Manage Users 
  4. Required: On the next screen, choose Accounting Firm. Ceterus cannot be added as users. 
  5. Click Invite Accountant
  6. Use the following information to invite Ceterus to QuickBooks Online
  1. Submit a message to support@ceterus.com indicating that this was completed, and include your QuickBooks Online file name if you have not previously provided it. Ceterus will then verify access to the account.
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