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Give Plannit's accountant access to integrate with QuickBooks online
Give Plannit's accountant access to integrate with QuickBooks online

Would you like Plannit to integrate your QuickBooks online accounting system with Plannit?

Caroline Pelletier avatar
Written by Caroline Pelletier
Updated over a month ago

Here's how to create a new user in your Quickbooks online:

  1. In your QuickBooks account, click on Settings gear then Manage users

  2. Click on Add a user then fill in the following information:

    • First name: Caroline

    • Last name: Pelletier

    • Email address: [email protected]

    • Role: Administrator

Important

It is essential that the role be Administrator, as she will not be able to integrate Plannit and QuickBooks online.

Once she has confirmed that the integration is complete, you can remove her access if you want.

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