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

Source Accounting Software

QuickBooks Online

For Practices:

1. Navigate to Settings > Your Company > Your Team > Add User.
2. Add First Name = Jet , Last Name = Convert , Email = qbo@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.

NOTE: 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

• How to Invite us in Xero HQ (for multiple Xero entities):
  

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 - 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 User role to 'Advisor'.
10. Tick against 'Manage Users access' then select Save.
    

United States Businesses

1. How to Invite us from the Xero Organization:
   

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. Permissions:
   
1. Select Payroll Admin if there is payroll to convert (Australia only).
   
2. Business and Accounting - Advisor
   
3. Bank account admin
   
4. Manage Users.
5. Click Send Invite.
   

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