To move your payroll, Freedom needs admin-level access to your QuickBooks Online company so our team can copy your team, pay history, and tax documents. The simplest way is to invite [email protected] as an accountant user. Freedom never asks for your QuickBooks password.
Sign in to QuickBooks Online as the primary admin or a company admin.
Select the gear icon in the top right corner, then select "Manage users".
Select the "Accounting firms" tab.
In the email address box on the "Accounting firms" tab, enter [email protected]. If QuickBooks also asks for a name, enter first name "Freedom" and last name "Setup".
Select "Invite". QuickBooks emails the invitation to [email protected] and our team accepts it on our side. You don't need to wait for that before the next step.
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in QuickBooks Online Payroll?" to confirm you added the user and gave it the role, then click "Confirm access granted in QuickBooks Online Payroll".
Note: Confirming tells our team to start transferring your data. We'll email you when your data transfer is in Freedom. Once we accept the invitation, the Freedom entry on your "Accounting firms" tab changes from "Invited" to "Active". If the menus look different or you'd rather not add a user, click "Email us instead" on the Transfer access to Freedom page in Freedom and we'll arrange the transfer with you.