I am the current treasurer of a non profit and have run the books for 15 years on another accounting system. In January 2019 a new treasurer will begin and will be using Quickbooks online. I have used older versions of quickbooks desktop; however, we are having a problem with the new treasurer setting up access so that I can help.
We first started with the Accountant user and I was able to see the company; however, there was no access to the data. I understand that he did give me all permissions.
We then attempted to set me us as a general user (using a different email address); however, NOTHING shows up. I did get and respond to his invite.
All I want to do is view his reports. I can tell his initial journal entries are probably wrong and would like to point him in a better direction.
Any suggestions?
John Sullivan