Sage Business Cloud Help

Accounting

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Invite an accountant

If your accountant uses Accounting Partner Edition, you can invite them to link with your company’s data. They can then log in to view your information and make adjustments as necessary. Because your accountant uses their own details to access your company’s data, your login doesn’t change.

Please note, only the business owner on the account subscription can invite an accountant to access the account data. Additional users will not have the option to invite an accountant.

To invite your accountant

  1. Ensure you are logged in as the owner of the account.

  2. Click on the company drop-down list, then click Manage Business Account.



  3. Click the Invite Accountant tab.


  4. Enter your accountant’s email address, then click Send Invite.


Your accountant won’t receive an invitation email. Instead, they must log in to their Accounting Partner Edition and accept your invitation when prompted.

You can remove the invite while it’s still pending. For example, if you’ve changed your mind or entered the wrong email address.

To do this, repeat steps 1 and 2 above then click Cancel Invite. If the accountant has already accepted your invite, to remove their access, see the steps below.

To change or remove your accountant’s access

If necessary, you can remove your accountant’s access to your data. Once you remove their access, to invite a different accountant to link with your data, simply follow the steps above. If you need to, you can re-invite the original accountant. To remove their access:


  1. Click on the company drop-down list, then click Manage Business Account.




  2. Click the Invite Accountant tab.

  3. Click Disconnect Advisor, then click Yes when prompted.


You’ve now removed your accountant’s access to your data. A message to advise them of this appears when they next log in to their service.

If you cannot see the option to invite accountant

There may be times where the option to Invite Accountant is not showing.

To resolve this, ensure you are logged in as the owner and refresh your details by following the below steps;

  • 1. Click your name in the top toolbar, then click Manage Business Account.
  • 2. Make a small change to your address, then click Save.
  • 3. Change your address back and make sure it is correct.
  • 4. Click Save

The Invite Accountant option will now appear.

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