How To Share QuickBooks Online Access With Graphite Financial

As part of Graphite Financial's sales and scoping process, our team may need to review your existing financial records to better understand your business, assess your accounting needs, and develop an accurate scope of services and pricing.

We typically request financial information through SafeSend, our secure file-sharing platform. In some cases, our team may also request direct access to your QuickBooks Online (QBO) account to review your books in greater detail.

If your Graphite representative has requested QBO access, follow the steps below to grant our team accounting firm access.

Granting Graphite Access to QuickBooks Online

Step 1: Open User Management

1. Log in to your QuickBooks Online account.
2. Click the gear icon (Settings) in the upper-right corner.
3. Select Manage users from the settings menu.

Step 2: Navigate to Accounting Firms

1. On the Manage users page, locate the tabs at the top.
2. Select Accounting firms.

Step 3: Invite Graphite Financial

1. Within the Accounting firms section, select the option to invite an accounting firm.
2. Enter the following email address:QBO@graphitefinancial.com
3. Submit the invitation.

What Happens Next?

Once access has been granted, our team can review the relevant financial information to help finalize your proposed scope of services.

We'll follow up if we need any additional information or clarification before presenting our recommendations and pricing.

If you experience any issues granting access, please reach out to your Graphite Financial representative for assistance.