How do I give my accountant access to Clear Books? : Clear Books Support

How can we help you today?

Modified on: Fri, 25 Oct, 2019 at 4:02 PM

You can invite your accountant in as a new user. The guide below explains how to set up a new user and define their permissions.

You can also create a user role to apply to your accountant as explained in the guide below.

Did you find it helpful? Yes No