QuickBooks

If you are currently subscribed to QuickBooks Online, you can grant accountant's access of your company to the firm. 

In order to do this, send out a new invite as follows using our QuickBooks Administrator's email address (michelle@dszcpa.com). From there, our QuickBooks Administrator will delegate access as needed to the partner and/or staff person working on your account.

  • Select the Gear icon on the Toolbar, then Manage Users.
  • In the Accounting Firms section, select Invite Accountant.
  • Enter michelle@dszcpa.com. Then select Next, then Finish.
Dugan, Scotti & Zoch, P.A. - Certified Public Accountants