We're working with a remote accountant and new to Quickbooks online. What dangers do you see in granting access through 'Accountant Firm' Role? I'd love to know the things you see as potential issues. Thanks for the video btw!
The accountant role gives pretty broad access to your file. In general I would always recommend that you use a firm or accountant you trust and make sure that any cash handling processes have oversight or are reviewed from an internal control perspective. Most practices have employee dishonesty and liability policies, but for the most part I would just recommend solid internal controls. Thank you for the great question, and for watching!
Thank you for this tutorial. It was helpful. However, your face is over where you are clicking to add the accountant. It would be nice to see the wording so I make sure to send the correct wording to a client.
We're working with a remote accountant and new to Quickbooks online. What dangers do you see in granting access through 'Accountant Firm' Role? I'd love to know the things you see as potential issues. Thanks for the video btw!
The accountant role gives pretty broad access to your file. In general I would always recommend that you use a firm or accountant you trust and make sure that any cash handling processes have oversight or are reviewed from an internal control perspective. Most practices have employee dishonesty and liability policies, but for the most part I would just recommend solid internal controls. Thank you for the great question, and for watching!
Thank you for this tutorial. It was helpful. However, your face is over where you are clicking to add the accountant. It would be nice to see the wording so I make sure to send the correct wording to a client.
You can share the video with them if you want. I’m sorry it is covered! Happy to help if needed.