Add Agile BK as an Accountant in QBO

In order for the Agile BK team to have access to your Quickbooks Online account, we need to be added as an Accountant User.

To add an Accountant User:

1. Navigate to Settings > Manage Users

   

   
   

2. Select the Accountants tab > Invite

   

   
   

3. Add Agile BK (admin@agilebk.com)

   

That's it! We should receive an invite to join your QBO account as an accountant once the above steps are complete and can get things moving 🥳