Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

It is very important to invite Profit Diagnostix as a Company Admin internationally ( outside Australia )

Please do not use this option outside Australia

...


How to invite PD to your quickbooks file

...

  1. Login to Quickbooks → Settings ( cog ) → Manage Users

    Image Removed


    Image Added
  2. Next click on Add user in green bottom right

    Image RemovedImage Added
  3. Next Select user type. This needs to be Company Admin ( Some files will ask you to invite the accountant. Don’t do this if outside Australia as the regional security will block access

    Image Removed


    Image Added
  4. Please use the name and email as below and not the name of the support staff you are in contact with.

...