Setting up employees and inviting to service
Once you have completed your first update with QuickBooks, your company lists will be available in the Zed Office service, this will include all employees and vendors that you have in QuickBooks. You can now select from your list of employees and vendors who you want to enter timesheets and expenses.
- Login with a user account at the Admin level
- Go to the Admin > List of Users
- Check the users or employees that you want to invite to the application and then click on the Send Invitations button (nb. you will need to have entered an email address in QuickBooks)
- An email will be sent to all users inviting them to the application and providing login details and instructions
If you have sub contractors who you want to invite
- Go to List Manage > Vendors list and then click Edit
- Check the Vendors that you would like to add to the User list
- Now follow the instructions above to invite sub contractors to the service