Invite an accounting office
Invite your accountant’s office, and its people export and lock without an invitation for each of them.
Step by step
- Open “People” and, in the “Accounting office” card, choose “Invite an accounting office”.
- Enter the office owner’s e-mail and choose “Send the invitation”.
- The office’s owner opens the link in the e-mail, picks which of their offices accepts it if they have more, and chooses “Accept the invitation”.
- The office then decides who of its people keeps your books. They get access with the accountant’s role, and the “Accounting office” card lists them.
- To remove the office, choose “Remove the office” and confirm. All its people lose access at once; you can invite the office again.
Good to know
Only the owner of an account that is an accounting office can accept. If theirs is not one yet, the link tells them how to make it one.
The office’s people appear under “People” with the office they come through; you do not remove them one by one, the office assigns their access.
Related articles
- An accounting office and its clientsAn office sees its clients’ accounts under one sign-in, exports from each and locks what it exported. It is free.
- People and rolesWho has access to the account and what they may do in it.
- Export documents and expensesDocuments or expenses of a period or of a selection, as a file for your accountant or in your accounting program’s format.