Connect us with Xero
Click on the organization name, select “Settings”, then click “Users”.
Click “Invite a user”.
Enter Megan Hopper for first and last name and numbersbymegan@gmail.com for the email address.
Select the necessary features to grant me read-only access.
Click “Send invite.”
Connect us with Quickbooks
Sign into QuickBooks Online as a primary admin.
Go to Settings and select “Manage users”.
Select Accountants tab.
Enter numbersbymegan@gmail.com for the email address and select “Invite”. Follow the prompt to verify your account.
Our Firm ID is 9130348858237046.
Connect us with Gusto
If you are already set up in Gusto, please click this link to have us added to pull reports on your behalf.
If you’re not already set up:
Log in to Gusto as the primary administrator.
Click “Settings” in the left-side menu.
Click the Permissions tab.
In the Gusto Admins card, click “Add or edit admins”.
Scroll below the current admins and click “Add new admin”.
Select the appropriate employment status, enter Megan Hopper for the name, numbersbymegan@gmail.com for the email address, and select the appropriate permissions to grant us read-only access.
Click “Add Admin”.