Help Desk

1. From your Dashboard screen, click on the User Name at the top right hand corner

2. From the Drop Down Menu, Click on 'My Account'

3. On the right hand side under Company Details, Click on the 'Company Admin' Button

4. Under the Administration Menu, Click on the 'User Administration' Button

5. On the next screen, Click the 'Add External User' Button

6. Under the Invite New User Window, fill in the New Users First/Last Name, Phone Number, and Email Address.  Click on the 'Invite New User' Button when complete.

* Please be sure than the email being used in this New User Setup is the same as their Intuit Email on file.  These much match in order to sync. *