Client Portal

Send us your documents

After your onboarding call, you invite us to your QuickBooks Online. Upload what we ask for and our bookkeepers take it from there.

My accountant · Shared documents

Checking statement · March

PDF

Checking statement · April

PDF

Business card statement · April

PDF

Example only. Only you and your BookKeeping Included team can see your documents.

How it works

Step 1

Invite us to your QuickBooks

We'll give you our firm ID on your onboarding call. In QuickBooks Online, open Settings, choose Manage users under Your Company, then the Accounting Firms tab, and click Invite. Choose "Enter my accountant's firm ID," type in our ID, and click Save. Your accountant and members of their firm will have admin access to your company data, and the invite expires after 30 days.

Step 2

Open My accountant

In QuickBooks, go to Accounting, then My accountant. The Requests tab shows what we need from you and when it's due. The Shared documents tab holds the files you and we have shared.

Step 3

Upload your files

Open Shared documents, click Add documents, and choose your files. PDFs and clear phone photos both work. We'll email you once we've reviewed them.

Once your books are set up

Your bookkeeper may ask about a specific transaction or request a receipt through QuickBooks, the system we keep your books in. You'll get an email from QuickBooks. Reply or attach the file there and it goes straight to your bookkeeper. If you don't see it, check spam for an email from QuickBooks or Intuit.

Can't send the invite or don't see our requests?

Only an admin on your QuickBooks account can send the invite, and QuickBooks allows two accounting firms per company, so you may need to remove one first. Still stuck? Contact us and we'll walk you through it on a call.

We will never ask for your QuickBooks password. Access only ever happens through an invite you approve yourself in QuickBooks.

What we'll ask for

Your bookkeeper sends you the exact list after your call. It depends on where your books stand today.

Upload in QuickBooks

Your questionnaire

Business type, tax year, owners, which years we're covering, and who your CPA is.

Bank statements

Every business account, for each month we're covering.

Credit card statements

Every business card, same months.

If you run payroll

Your state unemployment and withholding account numbers, and quarterly wage reports if you changed payroll providers.

Access you'll give us

An invite to your books

We'll give you our firm ID on your call and show you where to enter it. It takes a couple of minutes.

Read access to your Clover account

So we can match your sales, tips, refunds and fees to your deposits.

Your bank feeds

You connect your accounts yourself. We never see your bank login.

Never send us passwords

We will never ask for your bank or Clover login. When we need access, we send an invite you approve yourself.

Questions?

Talk to your bookkeeper directly.

hello@bookkeepingincluded.com

Schedule an appointment