Level 1

If I give access to my accountant can he see all of my companies? I only want him to see one of my businesses books.


Account management

Don't worry about your accountant's access, gktynes!


They can only access the company where you sent the invitation from. Here's how to do it:

  1. Log in to the company where you need an accountant.
  2. Click the Gear icon in the upper-right corner and select Manage Users.
  3. Go to the Accounting firms section and click the Invite.
  4. Enter the accountant's information and click Save.

You can also refer to this article for more information: Invite or remove an accountant.


Make sure you enter the correct email address so your accountant can accept the invitation. If they're still not receiving the invitation, you can follow the troubleshooting steps in this article to fix it: Why can’t I accept an accountant invitation?.


Keep me posted if you have more questions in mind. Have a great day!