How do I grant ScaleFactor access to my QuickBooks Online accounting file as an Accounting Firm?


Once you've connected your accounting file, you'll need to take the follow up step of inviting ScaleFactor as your accounting firm in Quickbooks Online. This will allow our software to begin automating your bookkeeping. Follow these steps, as outlined in the video above:

  1. Log in to Quickbooks Online (QBO)
  2. From your dashboard, click on the Settings gear in the top right corner
  3. Select Manage Users
  4. Select the Accounting Firms tab
  5. Click the green Invite button on the right
  6. A pop-up should appear, asking for your accountant's contact information. Complete the fields with the following information and select Save



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