Computer Keyboard

CLIENT
CONNECTIONS

Get Connected!

 

On-demand support at your fingertips! If you are an existing client and need to schedule training or a remote session, click on this link to redirect to our calendar: Schedule a call or remote session!

CASI SOS Support.jpg
Login to the client portal here -->
clienthub image.png

Add Accountant Access to your QuickBooks Online file

 

Login to your QuickBooks Online file from a computer (not mobile device). Click the Gear icon in the upper right corner, then select Manage Users. Click the Accounting firms tab, then the green Invite button. Use the email address provided to you for the QBO invite.

Provide "View Only" Bank Account Access to Your Accountant

 

Most major banks now allow you to provide your accountant/bookkeeper with their own login and credentials to your bank account online. This means the accountant can see statements, check images, and deposit images, but CANNOT make transactions or transfers, pay bills, or move money in any way.

Choose your bank below for instructions on granting "View Only" access. If your financial institution is not listed or does not match your specific type of account, call them directly to find out what options you have.

Select Your Bank: