QuickBooks Access for Customers

Helping you enhance client service as we enable those you serve to access the financial data they need.
Scroll Down

QuickBooks is a fantastic program that allows your accounting firm to easily organize client data, and ultimately, stay ahead of client requirements. You’re able to work with your books in real-time via the dashboard and know exactly what needs your attention through automatic notifications. It’s a great system, but in many cases, your clients may need access to it as well. If you’re using QuickBooks Desktop, whether it’s’ Desktop Pro or Desktop Enterprise, we can help you add them, even if they’re not a user and don’t have a subscription to the program.

Infiniwiz offers the ability to provide your clients with access as needed so they can stay up-to-date, and you, in turn, can enhance your level of client service.
Call 847-713-1451 to learn more.

When you add your clients, you can create, assign, and track projects for them, as well as offer them the ability to view insight on their finances. We can set your clients up with access that suits their unique needs:

  • Choosing whether or not they need to become the master admin wherein they’re considered the owner.
  • Selecting which team members within their organization will be given access to the books.
  • Inviting them to log into their new account with further instructions for usage as needed to ensure they know what they’re doing.

Start enabling your clients to access their financial books as needed. Call 847-713-1451 to work with our team on setting them up.