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Can an employee reconcile firm books? if so how?

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Re: Can an employee reconcile firm books? if so how?

Yes, your employee can reconcile your books by adding him/her as a user of your company, Stephany.


You can add him/her as Company Admin or Standard user with All access rights. Here's how to do it:

  1. Click the Gear icon in the upper-right corner and select Manage Users.
  2. Go to the Users tab and click the Add user button.
  3. Under Select user type, choose Standard user or Company Admin.
    If you choose Standard user, follow the corresponding steps.
    If you choose Company admin, proceed to Step 5.
  4. Under Select access right, choose All and remove the check mark in the Payroll access box.
  5. Click Next and enter the user's information.
  6. Click Save.

Feel free to check out this article for additional information: How to Add, Delete, or Change a User's Access.


I'll be right here if you need more assistance with this.

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