We are thrilled to be on board as your trusty accountants!🎉 Adding us to your QuickBooks file only takes 3 minutes tops. We have included a Video Tutorial and a Step by Step Guide below to make the process easy.
Video Tutorial:
Here's a 3 minute video on how you give Balance Tax access to your QuickBooks file. 😎
Step By Step Guide:
Log in to your QuickBooks file.
Go to Settings ⚙ and select Manage users.
Select Accountants tab.
Enter [email protected] for the email address, then select Invite.
There you have it! ✨ Let us know once you've sent the invite. Easy peasy! 😍