Cloud Cart allows QuickBooks Online Accountant users to pair multiple users under a single account. With this functionality, you can "impersonate" your users to access their Cloud Cart account settings.
How do I add companies?
Ask your client to pair QuickBooks Online and Cloud Cart:
- Pair QuickBooks Online.
- At the my connections, click add a new connection.
- Complete the install wizard.
Second, add your client's company file:
- Login to Cloud Cart Connector as the Accountant.
- Click the person icon and click add companies:
- Enter the company ID of the user to associate:
- If Cloud Cart finds the user, Cloud Cart will send an email confirmation link.
- Once the user confirms, refresh the page. You will see an impersonation link:
- Click impersonate.