1. Log into QBO
2. From the gear icon in the top right corner, select "Manage Users”
3. Toggle to Accounting Firms (next to Users - in middle of screen in gray background)
4. Under "Accounting Firms," click Invite
First name: Flow
Last name: Finance
Email: accounting@flowfi.com
4. Click "Save" in the bottom right corner
*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.