How to Grant us Access to Your Online Accounting software - for United States

How to Grant us Access to Your Online Accounting software - for United States

Summary

Use this guide to grant us access to your accounting software so we can extract and convert your data. Follow the section that matches the software you use and your setup.

QuickBooks Online

For Practices:

  1. Navigate to Settings > Your Company > Your Team > Add User.
  2. Add First Name = Jet, Last Name = Convert , Email = qbous@jetconvert.com > Next
  3. Under Access to your Firm's QuickBooks, select Company Admin > Next
  4. On the Client Access tab, select all the client(s) you want us to convert (next time just come in and tick the next client you want us to convert) > Save.

Please click here for the step-by-step instructions with video.

For Businesses:

  1. Click on the Settings button on the top right of your screen. Then select Manage Users.       
  2. Select the Accountant Firms tab and select Invite.
  3. First Name = Jet, Last Name = Convert, Email = qbo24@jetconvert.com Save.

Please click here for the step-by-step instructions with video.
NotesNOTE: The QBO subscription must be active, as we cannot convert cancelled or read-only subscriptions. If two Accountants are active, remove one in order to invite Jet Convert. Alternatively, ask your Accountant to add us to their QBO practice. For Simple Start Versions, please invite us as an Accountant. The conversion cannot commence until we have QBO access.

Existing Xero Organisation

United States Approved Partners
If you are a U.S. Xero-approved partner managing multiple Xero organisations through Xero HQ, follow the steps below to invite us.
Invite us through Xero HQ (for multiple Xero organisations):
  1. Go to Staff, then click Invite staff.
  2. Enter the name Jet Convert and email address conversions@jetconvert.com, then click Next. 
  3. Select 'Yes, update permissions'.
  4. Select the Xero HQ Permissions as 'Standard'.
  5. Click 'Save' to send the invite.
  6. Once the invite has been accepted, Assign Clients in Xero HQ - Select the clients you wish us to convert then select 'Edit permissions'.
  7. Select permissions:
  8. Change Customised permissions to 'View and edit'.
  9. Change Xero Organisation Role to Administrator.
  10. Tick against 'Manage Users access' then select Save.


United States Businesses
If you are a U.S. Xero user and would like to give us direct access to your Xero organisation, follow the steps below to invite us:
  1. Click on the organization name, select Settings, then click Users.
  2. Click Invite a user.
  3. Enter the name Jet Convert and email address conversions@jetconvert.com  then click Next. 
  4. Under the Role, select Administrator
  5. Confirm it shows Full access.
  6. Click Send Invite.
 
Related Topics   

What are the steps involved in doing a conversion?
QuickBooks Online – Data Preparation
How to create a QuickBooks Desktop File backup
Xero Conversion Packages – US