Getting Started
Takes less than 2 minutes

Invite BLNCWISE to
Your QuickBooks Online

Follow the steps below to give us access to your books. QBO makes this straightforward — no sharing passwords, no tech headaches.

Firm ID
9341455409551582
Email Address
Ben@blncwise.com
Step-by-Step

How to Invite Your Accountant in QBO

1
Sign in to QuickBooks Online
Log in as the primary admin or company admin on your account. You'll need admin access to complete the invitation.
2
Go to Settings → Manage Users
Click the gear icon in the top-right corner to open Settings, then select Manage users from the menu.
3
Select the Accountants or Accounting Firms Tab
Inside Manage Users, click the Accountants or Accounting Firms tab at the top of the page.
4
Click "Invite Firm"
Select the Invite firm button. This opens the invitation form where you'll enter our contact details.
5
Enter the Firm ID or Email Address
Enter either the Firm ID (9341455409551582) or email address (Ben@blncwise.com) from the cards above. Either one works.
6
Send the Invitation
Click Send the invitation. We'll receive a notification and accept from our end — you'll get a confirmation once we're connected.
Intuit Support
Managing Accountant Users in QuickBooks Online
Official documentation with screenshots and a walkthrough video

Questions? We've got you.

If you run into anything along the way, reach out directly or grab time on the calendar.

Email Ben →