Give your accountant access

Your accountant can work in your books directly, or you can send them everything they need at year end. Either way they never see your clients' projects, reviews or files.

Invite your accountant

1. Open Settings > Team and press Invite teammate.
2. Enter their email and choose the Accountant role.
3. Press Send invite. They sign in with an emailed code, like everyone else.

An Accountant seat uses one of your plan's seats. See Invite your team and choose roles.

What an accountant sees

The Accountant role has the same finance rights as the Finance role, but sees only what an accountant needs:

• the Books group, which is their home page
• Reports and the Activity Log
• a project's Money section, and nothing else of the project
• a crew member's record, to find their W-9

They can refresh and disconnect bank connections and undo the latest reconciliation, but only the Owner or an Admin can link a new bank.

Send the year in one file

If your accountant would rather have files, use the accountant pack. It is part of double-entry accounting.

1. Go to Book Reports and open Accountant pack.
2. Choose the Fiscal year.
3. Press Download everything.

You get one ZIP with each report as a CSV, the three main statements as PDFs, and a trial balance and general ledger workbook.

Single-entry books

On simple books, the Book Reports page still gives you profit and loss, the tax summary, tax details, the mileage log and receipts to download, and Books > Taxes can email or print a tax summary.