Your financial reports and information will be shared and stored online via Dropbox. Upon initiation of services, you will receive an invitation via email to connect to your Firm Numbers Dropbox.

All your accounting records are managed in your own Quickbooks Online (QBO) account. Click below to set up QBO and connect your bookkeeping team to your account.

Quickbooks Online syncs with most major bank and credit card institutions. Click here for instructions to connect QBO to your bank.

Your bookkeeping team needs access to your bank and credit card statements to verify information in QBO and reconcile your accounts. Click below to learn how to provide view-only access.

Most third-party payroll providers offer view-only access to payroll reports for bookkeeping purposes. Learn more about how to provide access to your bookkeeper.

If you receive electronic payments for services, you will need to provide view-only access to allow your bookkeeper to properly record incoming revenue.