Thank you for considering Draughts & Ledgers, Ltd for your bookkeeping needs. In order to provide you with a proposal, I need to see your actual books as they currently exist. I’ve directed you to this page because you’ve indicated that you currently use QuickBooks Online. Follow these simple instructions to share your financial information with me!
https://www.loom.com/embed/b420b0d3ae104dfa99cd8d762e9a89c7
- From your QuickBooks Online Dashboard, go to the Gear icon in the upper right.
- Select Manage Users
- Go to the Accountants tab
- Enter qboa(the @ goes here)draughtsandledgers.com
That’s it! You’ve now shared your information with me in a secure way. You have the right as the account holder to revoke this access at any time. Any activity I do in your accounts is tracked & logged. At this stage, all I’m doing is taking a general survey of how things are and considering the work necessary to take them to where they need to be. Thank you for taking this step on getting your books in order and your financial life straightened out!