๐Ÿ“— How do I invite Financials 360 to my QuickBooks Online account?

Updated over a week ago

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To invite Financials 360 to your QuickBooks Online account, login to your QuickBooks Online account and select Settings (Gear Icon) > Manage users.

๐Ÿ“— How do I invite Financials 360 to my QuickBooks Online account?

 


Next, select the Accounting Firms tab and select Invite.

๐Ÿ“— How do I invite Financials 360 to my QuickBooks Online account?

 


To invite Financials 360, select Enter my accountant's firm ID, enter 9130348474957636, and select Save.

 

๐Ÿ“— How do I invite Financials 360 to my QuickBooks Online account?


 


If you don't have an option to send an invite to a firm ID, select Enter my accountant's email, enter a First Name of Financials, Last Name 360, and an Email of [email protected].  Then select Save.

 

๐Ÿ“— How do I invite Financials 360 to my QuickBooks Online account?

 

 

 

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