A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

Hey guys,

I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time consuming for all parties.

In my case, my accountant has already an account registered in the US for other products so far it seems accordingly to support, so they cannot use the same identity to access Zoho Books in the UK.

It would be nice to have a straight forward invitation system like in Xero and Quickbooks, where you just type the email address or someone and that is it, no manual intervention needed.




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                                        • How to Add Users to your Organization in ZohoMail?

                                          A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________


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