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

     7. Provide Ceterus with the exact name of your QuickBooks Online file to verify access

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