Provisioning QuickBooks Online access for SPRCHRGR
Provisioning QuickBooks Online access for SPRCHRGR
SPRCHRGR has a dedicated Accountant's Console set up with Intuit to manage how our firm connects to each client's QBO file, which makes certain extra features available to the trained accountants on our staff that end up saving us time and you money!
This is the easiest way to provision our access to your QBO file:
- Log In: Sign in to QuickBooks Online as the Primary Admin or Company Admin user
- Go to Settings (click the gear icon ⚙ in the top-right corner), then select Manage users
- Select the Accountants or Accounting Firms tab near the top-left side of the page
- Select Invite firm
- Enter SPRCHRGR's Firm ID: 9130 3527 6828 7406
- Select Send the invitation
- If prompted, enter the two-step verification code received on your mobile device to complete the action
NOTES:
- Step-by-step video guide here from Intuit
- Inviting an accountant this way does not count against your subscription's standard user limit
- QBO Simple Start, Essentials, and Plus subscription levels each come with 2 ‘Accounting firm’ user seats
- QBO Advanced comes with 3 ‘Accounting firm’ user seats
- Feel free to execute a mutual NDA at https://sprchrgr.com/nda if you wish, prior to sharing your data with us
If you don’t have an Accountant user seat available:
If you’re a prospective client of our firm and you already have both QBO ‘Accounting firm’ user seats assigned to 2 other accountants (or you otherwise aren’t able to follow the instructions above) please select an option from the table below instead.
If you’re an active client of our firm and you still require 2 other accounting firms besides SPRCHRGR to each hold an ‘Accounting firm’ user seat in your QBO file at the same time, please consider upgrading to the QBO Advanced subscription level, which comes with 3 total ‘Accounting firm’ user seats + more advanced features that cater to larger, more complex businesses. Our team can assist you with that upgrade, just let us know.
Alternative Options for Prospective Clients:
The best option for us
Temporarily remove one of your other Accounting firm users, then follow the instructions at the top of this page.
If that's not possible, please either:
Option 2:
Simply invite assessment@sprchrgr.com to access your QBO file as a 'Standard ' user.
You'll be able to then remove our temporary access once we've completed our review.
Option 3:
Create a temporary 'Standard' user account with any other email address you want our team to utilize to temporarily access your QBO file.
It could be any other email address ending in @yourcompany.com
It could also be a temporary Gmail account that you create specifically for this purpose
Forward the invitation email to assessment@sprchrgr.com so we can follow the link in that email to complete setting up our temporary access to your QBO file. We'll use our own phone number to retrieve the 2FA security code that Intuit requires before we can access the system.
Once we complete our review, you can remove that user and delete the temporary email account all together.
Last resort option:
Temporarily share your own user login with us, understanding that we'll need your help to provide us with the 2FA security code that Intuit sends you via SMS when we try to log into your user account.
In this case, please first email assessment@sprchrgr.com with your cell phone number and availability so we can coordinate with you via SMS to retrieve the 2FA code before it expires.
Once we complete our review, you can change your password to re-secure your account.
Thank you for your assistance!
Please contact your account manager or support@sprchrgr.com with any questions.
How can we help?
Explore our solutions that improve your data accuracy, efficiency, and speed
Use the contact form link below to send us your message