How to Invite Profit Diagnostix to your QuickBooks Online Account

To allow Profit Diagnostix to help manage your data and ensure your reports are accurate, you will need to add us as a Company Admin. This process takes less than two minutes.

Prerequisites

• You must be logged into QuickBooks Online as a Primary Admin or a Company Admin.

Step-by-Step Instructions

1. Open your Settings

Once you are logged into your QuickBooks dashboard, look at the top right corner of the screen. Click on the Gear icon (⚙️).

2. Go to Manage Users

Under the column labeled "Your Company," click on Manage users.

3. Add a New User

On the Manage Users page, click the green button that says Add user.

4. Select User Type

You will be asked "What type of user do you want to add?"

• Select the radio button for Company admin.

• Note: This gives Profit Diagnostix the necessary permissions to manage data and settings.

• Click Next at the bottom right.

5. Enter the Contact Information

On the next screen, enter the following details exactly:

• First name: Profit

• Last name: Diagnostix

• Email: support@profitdiagnostix.com

6. Save and Send

Click Save (or Send Invitation).

What happens next?

As soon as we receive your invitation we we'll accept it and set up Profit Diagnostix.

After the setup is completed you your accounting data will be included in your Business Dashboard

If you have any further questions contact us at support@profitdiagnostix.com