If you use QuickBooks online, here’s how you can give us access to your data:
- Sign in to QuickBooks Online at qbo.intuit.com.
- In the upper right corner, choose the gear icon next to your company’s name, then Manage Users.
- Go to the Accounting Firms section and click Invite Accountant.
- Enter steve@stephenlnelson.com as your accountant’s email address. Entering your accountant’s first and last name is optional.
- Click Next and Finish.
If videos are your thing, here’s Intuit’s video tutorial on how to share your data with us: