I would like to log in to my clients online account as an accountant. I have a user name already. I do not see a tab when I log in that is specifically for the accountant. How do I get that on the page with the rest of the tabs.
Qataxman,
Your client will need to flag you as the accountant user. To do this:
1. Login
2. Go to Company and click on User List
3. Select your name and click Edit
4. Click Change
5. Place a check in the box "This user is my accountant" and click Next until they can click Finished
6. Click Save
I hope this helps:)
Stephanie
