QUICKBOOKS

Adding an Accountant User

Giving the Proactive Advisory Group team access to your QuickBooks Online account is easy. Log into QBO and then follow these step-by-step instructions:

Please send the invitation to CASteamQB@proactiveadvisorygroup.com

Note: During our transition to the PAG brand, QuickBooks Online invitations must be sent to the @proactiveadvisorygroup.com domain

Please send the invitation to CASteamQB@proactiveadvisorygroup.com

Note: During our transition to the PAG brand, QuickBooks Online invitations must be sent to the @proactiveadvisorygroup.com domain