Goals: Make it official • Set up access and accounts • Start gathering info

To‑Dos:

  • Sign your client agreement and submit your first payment

  • Set up your QuickBooks Online account (or confirm your existing subscription)

  • Grant me Accountant access to QuickBooks Online

How to Invite Your Accountant in QBO

  1. Sign in to QuickBooks Online as the Primary or Company Admin.

  2. Click the Gear icon (Settings) in the top‑right corner and select Manage users.

  3. Open the Accountants / Accounting firms tab and click Invite.

  4. Send the invitation to danison@bowtieandbiz.com.

Also this week:

  • Share access to any payment platforms you use (Stripe, PayPal, HoneyBook, Square, etc.)—either by adding me as an Accountant/Viewer or by sending export files/statements.

By the end of Week 1: I’ll have what I need to begin reviewing and organizing your books. Next week, I’ll send questions and confirm a few items.