Zoho Books offers flexibility in permission settings to tailor access based on specific roles, but the default settings may restrict essential functions for accountants. Without the right permissions, your accountant might struggle to access the necessary tools, impacting the quality and efficiency of your bookkeeping. Granting full permissions provides them with seamless access to crucial sections, such as banking and invoice management, without compromising the security of your actual bank account.
Follow this guide, or watch our video tutorial to set up your accountant with the permissions they need in Zoho Books, and keep your finances on track.
To begin, log into your Zoho Books account. Navigate to Settings, and under this menu, select Users and Roles. This section allows you to control and assign various access levels for different users based on their roles.
If your accountant is already added to Zoho, you’ll find them listed here. Click on the role assigned to them—typically, it will be labeled as “Accountant” or a similar designation. If not, you may need to create a new role specifically for your accountant.
Under the selected role, enable Full Access to all relevant areas of Zoho Books. Focus especially on the following sections:
Once you’ve selected the permissions, review them to ensure all necessary areas are accessible. Click on Save to apply these changes, giving your accountant access to everything they need for effective bookkeeping.
Providing full access to your accountant streamlines your financial management process, allowing them to:
By allowing comprehensive access, you’re not only empowering your accountant but also ensuring that your financial data remains well-organized and transparent.
Adding your accountant to Zoho Books with full permissions significantly enhances your bookkeeping efficiency. This setup ensures your accountant has the tools needed to maintain accurate records, track transactions, and match invoices, contributing to a well-organized financial foundation.
Setting up permissions in Zoho Books is just the first step to smooth financial management. Why not leave the heavy lifting to the professionals? With our expertise in Zoho Books, we’ll handle your bookkeeping, manage transactions, and keep your financial records in perfect order—so you can focus on growing your business.
Contact us today to make bookkeeping stress-free! Let’s discuss how we can be your trusted accounting partner in Zoho Books.