How to Add Your Accountant with the Correct Permissions to Zohobooks

Why Full Permissions Matter for Bookkeeping in Zoho Books

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.

Step-by-Step Guide: Setting Up Full Permissions for Your Accountant

Step 1: Access the “Users and Roles” Section

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.

Step 2: Select or Create the Accountant Role

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.

Step 3: Enable Full Access Permissions

Under the selected role, enable Full Access to all relevant areas of Zoho Books. Focus especially on the following sections:

• Banking: This permission allows the accountant to view banking transactions within Zoho, essential for accurate transaction recording. (Note: This does not grant direct access to your bank account but enables transaction review in Zoho only.)
• Invoices and Documents: Granting access to view documents is useful for matching invoices, especially if you upload receipts or invoices to Zoho for bookkeeping purposes.

Step 4: Review and Save Permissions

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.

Benefits of Granting Full Access to Your Accountant

Providing full access to your accountant streamlines your financial management process, allowing them to:

• Efficiently track and match banking transactions, receipts, and invoices
• Manage day-to-day bookkeeping tasks without delay
• Ensure all financial records are up-to-date and ready for any reporting or audits

By allowing comprehensive access, you’re not only empowering your accountant but also ensuring that your financial data remains well-organized and transparent.

Conclusion

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.

Ready for Expert Bookkeeping Assistance?

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.