Adding companies to your Accountants & Bookkeepers plan

After connecting your QuickBooks Online account you have 2 options to add companies to your plan.

Option 1 QuickBooks Online Accountant - recommended!

1. Go to your QBOA apps tab.
2. Click on the Cash Flow Frog icon.
3. Choose the relevant client companies and connect them to Cash Flow Frog.

Option 2 within Cash Flow Frog

1. Click on the company name in the top right corner.
2. Click on the "Connect more companies" option from the drop down menu.
3. Click on the connect to QuickBooks button.
4. Choose the relevant company and click on the connect. button.