Context

Click here if you received an invite email from Xero with "Invitation to join" in the subject line.

Click here if you received an invite email from Quickbooks with "Quickbooks Online Essentials" in the subject line.

Xero

In preparation for the Business Insight Call with your Onboarding Accountant where we will build your S Corp Year-To-Date Profit & Loss statement, please follow the instructions below.

  1. Look for an invite email from Xero with "Invitation to join" in the subject line.

  2. Click the link under the line that says "To accept this invitation please use the following link:"

  3. Click the green "Accept Invite" button

  4. Create a password and click the green "Create" button

  5. Done!

QuickBooks Online

In preparation for the Business Insight Call with your Onboarding Accountant where we will build your S Corp Year-To-Date Profit & Loss statement, please follow the instructions below.

  1. QuickBooks Online is owned by Intuit. Intuit also owns QuickBooks Self Employed, TurboTax, Mint, and other products. A single Intuit user account based on your email ties together these products and will let you into the correct product depending on the login page you visit.

  2. Look for an invite email with "Quickbooks Online Essentials" in the subject. Look for a link in the body of the email that says any of the following:
    Let's go
    Accept Invitation
    Use this intuit ID (*this should be the email address the invitation was sent to)

  3. If you've never used an Intuit product you will be prompted to create a login. If you already have an Intuit login with the email address the invite was sent to, you will be prompted to enter your password. If you forgot your password, look for a password reset link. Once you've reset your password, go back to the original email in step 1 and click the link in the body of the email. It is important that you "enter through this link" for the first time that you log in. You can also try going to qbo.intuit.com in an incognito or private browsing window and entering you user name and password.

  4. Click "Continue" on the success screen that pops up.

  5. The following prompts are annoying questions designed for Quickbooks marketing department and have little to do with setting up your books. Do your best to click through them. You should see something about "What's your role at your business". Look for the following options:
    Owner
    Yes, someone helps me
    All set

  6. More prompts may follow. When possible look for options to "skip". You can find it hiding out on the bottom right of the screen.

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