On Boarding

QuickBooks

‍Invite us as your accountant

Alternatively you can add us as a User

Select Settings ⚙, then select Manage users.
Select Add user, then enter the name (TJ Bredemeyer) and email address (tj@teicor.com).
Note: Special characters aren’t allowed other than a period on the user’s name. For the email field, you can use a period and the @ character.
Select the Roles ▼ dropdown, then select Standard All Access role.
Select Send invitation.

‍Grant us access as a collaborator

‍Grant us access as Admin

Go to Settings > User Permissions.
Enter Name (TJ Bredemeyer) & Email Address (tj@teicor.com) in the "Add new user" form.
Once you’ve sent an invite we will need to accept it. Email us to give us the heads up. After the invitation has been accepted, you will be able to manage the actual permissions.
Access Manage Permissions for the new user
Grant Admin permissions for:
- Inventory
- Pricing
- Advertising
- Orders
- Amazon Pay
- Amazon Reports
- Amazon Settings
- Performance
Click Save at the bottom of the form to save. Please email us once this step is complete.

‍Grant us partners access

Go to Business settings.
Below Users, click Partners.
Click Add. Select Give a partner access to your assets.
Enter our business ID (172973087091207). Click Next.
Choose the business assets (ad accounts and datasets). Choose the view performance permission for ad accounts and choose the use events dataset permission for datasets.
Click Save changes.

Add us as a user

Click your organization name in the bottom left corner.
Navigate to Settings > Users.
Click Add New User.
Type in the email address of the new user (tj@teicor.com) and select the manager role.
Click Add User.

Add us as a user

Add us as a user

Log into the Stripe dashboard and navigate to Business Settings.
Click Team.
Select + New Member from the top right.
Add the email address (tj@teicor.com) of the team member(s) to invite to the Stripe account.
Select the Admin, IAM Admin, and Developer roles for the team member.
Click Invite to send the invitation email.

Add us as an admin

Sign in to Gusto as the Primary administrator.
Head to the Settings section.
Click the Gusto admins or Permissions tab—the tab title may vary by account.
Click Add or edit admins in the "Gusto admins" tile.
Click Add new admin toward the top-right of the page.
Select Not an employee
Enter our contact details: Bookkeeper (select all options for bookkeeper), TJ Bredemeyer, tj@teicor.com
Select Full Access admin
When you’ve selected the role(s) and permissions, scroll to the bottom of the page and click Add admin.