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Invite an accountant to your subscription

Created on  | Last modified on 

Summary

How to invite an accountant to a subscription in Sage Accounting.

Description

This explains how to:

  • How to invite an accountant to a subscription you are paying for
  • Where to check the status of a sent invitation and to manage access

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Invite an accountant

 NOTE: You need to be the logged in as the business owner ot the system manager to invite an accountant. 

  1. Select your business name in the upper right-hand corner and then select Manage Business Account.

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  2. Select the Invite accountant tab.

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  3. Enter their email address or if they provided an Accountant ID, select the Invite them using Accountant ID or check the status of your invitation link.
    1. If you entered an email address, select Send invitation
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    2. If you selected the Accountant ID link, enter the Accountant ID and then select Check
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  4. Select Next, add permissions.
  5. Select the product you want to invite your accountant to in the Product field.
  6. Select Full Access in the Role field.
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  7. Select Next, confirm invite then Yes, send invitation.

Once you've sent the invitation to your accountant, you'll need to wait until they accept it to be connected.


Check invitation status and manage access

If you want to check on the status of an invitation you sent to an accountant, repeat steps 1 and 2 above to open the Invite accountant page.

On this page, you can remove an accountant connection or check the status of an outstanding invitation.