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- Docyt Setup, Personal & Business Settings
- Accountant/CPA Access
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Docyt Setup, Personal & Business Settings
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Navigation & Getting Started
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Accounts Payable
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- Managing and Processing Invoices
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How to Invite Accountants to QB Online
Invite your accountant
- Sign in to QuickBooks Online as a primary admin.
- Select Settings ⚙, then select Manage users.
- Select the Accountants or Accounting firms tab. Enter your accountant’s email address, then select Invite.
- For Docyt, use below mentioned details to add an accountant:
- First Name: Sid
- Last Name: Saxena
- Email: qbo@docyt.com
- Note: Most QBO subscriptions only allow up to 2 accountants. If you do not have any accountant user seats available, contact your Docyt team or support@docyt.com for assistance.