Quickbooks - Add an administrator

To connect your Quickbooks account to this application you must set up a new admin user. Please follow the instructions below.

Note: This integration supports US-based and Canada-based companies only. 

Instructions

1. Sign in to QuickBooks Online as a primary admin.

2. Go to Settings ⚙ and select Manage users.

3. Select the Accounting firms tab.

4. Select Invite.

5. Please use the information provided in Finch Connect to fill in the details below.

• First and Last Name: Use value shown in Finch Connect

• Email Address: Use value shown in Finch Connect

6. Click Save.

What to do if you've maxed out on Accounting Firm Users

If you have already added the maximum number of Accounting firms to your account and cannot follow the instructions above, please:

1. Sign in to QuickBooks Online as a primary admin.

2. Go to Settings ⚙ and select Manage users.

3. Select the Users tab.

4. Select Add User.

5. Choose Company Admin and click Next.

6. Use the information in Finch Connect to fill out the fields below, then click Save.

• First and Last Name: Use value shown in Finch Connect

• Email Address: Use value shown in Finch Connect

7. If you have already added the maximum number of Users to your account, you will either need to remove an existing user or upgrade your Quickbooks account to include more users.

FAQs

💡 Why do I need to provide admin permissions to Finch?

💡 Where do I check my user limits and Quickbooks subscription?