All required forms can be completed on-line. Simply fill in your answers and press “submit” at the bottom of each page/form. 
If you would like to print out the page/form, simply right click and select the print option. 
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Please note: Only clients who use QBOL (the online version of Quick Books) need to complete this process. If you are using a desktop version of QB or if MK&A is hosting the QB file for your business, you may skip this form

 

Instructions for allowing Moshe Klein & Associates, Ltd

accountant's access to your Quick Books On Line records

 

Step 1, 2 & 3:

(1) Log into Quick Books online.

(2) Click the gear icon in the upper right-hand corner.

(3) Click manage users in the left column.

 

Step 4: Invite Accountant

 

Step 5: Enter email address: meir@mkabusiness.com and

contact info.

 

Step 6: Follow the remaining prompts. MKA will get an email

invitation that MKA can use to share with your new bookkeeping

team.

 

Let us know if you need further assistance. We are glad to help.

 

By my signature, I acknowledge that I have read, understand, and agree to the policies, terms, conditions and procedures as outlined on this document.

By signing this Acknowledgement, I agree that my electronic signature is the legally binding equivalent to my handwritten signature. Whenever I execute an electronic signature, it has the same validity and meaning as my handwritten signature. I will not, at any time in the future, repudiate the meaning of my electronic signature or claim that my electronic signature is not legally binding.

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