Click on the tools to perform the steps to provide access to your bookkeeper.



Tools


Stripe

  1. Log into the Stripe dashboard and navigate to Business Settings.
  2. Click Team.
  3. Select + New Member from the top right.
  4. Add the email address bookkeeper@fincent.com of the team member to invite to the Stripe account.
  5. Select the role as ‘read only’ for the individual team member. Roles determine account permissions for the team member, and more information about each role’s permissions can be found here.
  6. Click Invite to send the invitation email.

Dubsado

  1. Go to your Settings (the gear icon) >> Multi-users.
  2. Click Invite New Users.
  3. In the popup modal, type in the email address of the person you'd like to invite.
  4. Select the user role you'd like them to have.
  5. Click Send Invite.
  6. Fill in the following user details as requested

You may also refer to this guide Dubsado Help for further reference

Square

  1. In Your Online Square Dashboard, click the Team button.
  2. Click Create Team Member (bookkeeper@fincent.com, First Name: Fincent, Last Name: Bookkeeper)
  3. Enter the team member’s name, email and phone number, ID is optional (bookkeeper@fincent.com, First Name: Fincent, Last Name: Bookkeeper, Phone: (760) 284-7494)
  4. Under Permission, click Enable Permissions.
  5. Select Team Permissions
  6. Enable Read Only Access
  7. Create or generate a passcode, enter the team member’s email address and click save

Shopify

  1. From your Shopify admin, click Settings > Users and permissions.
  2. Click Add staff.
  3. Enter the staff member's full name as Fincent Bookkeeper.
  4. Select which permissions you want to give the staff member – select read-only access.
  5. Click Send invite.

Expensify

  1. Login to Expensify and navigate to the Accounting tab at the top of your Expensify Dashboard
  2. Find the QuickBooks option and then click connect
  3. Sign in with your QuickBooks credentials and select Simply when prompted to connect to a company.
  4. Back on the Expensify Dashboard, select the default liability account where Expensify will send your transactions.