Prerequisites
Before you begin, ensure you have:
- Primary Admin access to your QuickBooks Online (QBO) account.
- The email address of Agile: admin@agilebk.com.
Step-by-Step Instructions
1. Sign In to QuickBooks Online
- Go to qbo.intuit.com and log in.
2. Open the Settings Menu
- Click the ⚙️ Gear icon at the top-right of the dashboard.
- Choose Manage Users from the menu.
3. Go to the Accounting Firms Tab
- Click the Accounting Firms tab in the top navigation of the Manage Users page.
4. Invite Agile
- Click Invite.
-
Enter the following:
- First Name: Agile
- Last Name: BK
- Email: admin@agilebk.com
- Click Save to send the invitation.
5. Wait for Confirmation
- Agile will receive an email invitation.
- Once they accept, their status will show as Active.