Solution Properties
Solution ID:
240919155115867
Last Modified Date:
Thu Jan 23 16:58:27 UTC 2025
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
How to find your Accountant ID to give to your clients
Description
Cause
Resolution
  1. Go to Operations, then Invitations.
    Screenshot of Invitations in the menu bar.
  2. Select Find out how to request invitations.
  3. Send your client the invitation link, or your Accountant ID.

 NOTE: Your Accountant ID also shows on the right-hand side of the invitation screen.  

Steps to duplicate
Related Solutions

How to be invited to a client's subscription