Grant an Accounting Professional access to Seller Ledger
In our ongoing efforts to streamline eCommerce accounting and bookkeeping, we’ve just rolled out the ability to invite an accounting professional to access your books in Seller Ledger.
If you work with an accountant, bookkeeper, enrolled agent, or anyone else who helps you with your accounting, it’s now quite simple to grant them access to your Seller Ledger account. Just go to newly redesigned Settings -> Business page and you’ll see a new option to invite an accounting pro:
Just click on that button, enter the email address of your accounting professional, and they will receive an invitation to link to your account. Clicking on that invitation will allow your accounting pro to create their own Seller Ledger account, with their own login details.
What will my accounting pro have access to?
Once your accounting pro has accepted your invitation s/he will be able to view all of your financial data, categorize transactions and run reports. S/he won’t be able to do the following:
- Add or remove connected accounts, banks or credit cards
- Change your billing information
- Change your business name
Can I revoke access?
You certainly can, at any time.
Does this feature cost extra?
Nope. Not only does it not cost you anything, but as of right now, accounting professionals can use Seller Ledger for free. Think of them as your first “extra” user on your Seller Ledger account.
As with all new features we roll out, we welcome any and all feedback to help us improve over time. Please encourage your accounting professional to also send us feedback at [email protected].