Grant Access to Transcounts

Grant Access to Transcounts

Accounting Payroll (CA) Payroll (US) Paperwork Mgt AP & AR Financial Reporting Payment Processing Ecommerce

Bookkeeping & Accounting Apps

QuickBooks Online Canada

  • Click on the gear icon on the top right corner and select Manage Users.
  • On the Manage Users page, click Accountants
  • Click Invite Accountant
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Bookkeeping
  • Email Address: tech@transcounts.com
  • Click Finish.

Inform Transcounts Account Manager to accept the QuickBooks Online Access.

QuickBooks Online USA

  • Click on the gear icon on the top right corner and select Manage Users.
  • On the Manage Users page, click Accountants
  • Click Invite Accountant
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Bookkeeping
  • Email Address: tech.us@transcounts.com
  • Click Finish.

Inform Transcounts Account Manager to accept the QuickBooks Online Access.

QuickBooks Desktop

  • Switch to single user mode. (File > Switch to Single-user Mode).
  • From the QuickBooks File menu, select Backup Company, then Create Local Backup.
  • On the Create Backup window, select Local Backup then click the Options button.
  • On the Backup Options window that appears, click Browse and select the location for the backup copy.
  • When you have chosen, click OK.
  • In the Create Backup window, click Next.
  • Choose 'Save your backup now'.
  • Upload the backup file (See "Uploading the backup file" below)

Wave Accounting

  • Click your Organization's name in the top-right corner
  • Click Business Settings
  • Click Users
  • Click Invite User top-right corner button
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Bookkeeping
  • Email Address: tech@transcounts.com
  • Choose Position: Accountant/Bookkeeper and Role as Admin
  • Click Invite User bottom-right corner button

Inform Transcounts Account Manager to accept the invitation.

Xero

  • Click your Organization's name in the top-left corner
  • Click Settings
  • Click Users
  • Click Invite a User
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Bookkeeping
  • Email Address: tech@transcounts.com
  • Please provide access to the following:
  • Projects [Admin]
  • Payroll admin
  • Business and accounting [Adviser]
  • - Bank account admin
  • - Manage users
  • Click Send Invite.

Inform Transcounts Account Manager to accept the invitation.

Payroll Apps (Canada)

Wagepoint

  • Log in to Wagepoint.
  • Navigate to the "Settings" menu > Click "Settings".
  • Click on "User Accounts".
  • Click on "Invite User".
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Payroll
  • Email Address: tech@transcounts.com
  • Select the ADMIN/Accountant role and permissions.
  • Click "Send Invitation".

Inform Transcounts Account Manager to accept the invitation.

Payworks

  • Log in to Payworks.
  • Navigate to the "Administrators" left-side navigation.
  • Select "User Admin".
  • Uncheck “Two-Factor Authentication”
  • Uncheck “Link User to Employee Account”
  • First name: Transcounts
  • Last name: Payroll
  • Email Address: tech@transcounts.com
  • Username: yourcompanyTC
  • Password: Transcounts@123
  • Set the appropriate permissions for the user.
  • Click "Save" or "Send Invitation".

Inform Transcounts Account Manager to accept the invitation.

ADP Canada

  • Log in to ADP Canada.
  • Navigate to the "Administrator Access" or "Setup" menu.
  • Select "User Management" or "Manage Users".
  • Click on "Add User" or "Invite User".
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Payroll
  • Email Address: tech@transcounts.com
  • Set the appropriate permissions for the user.
  • Click "Save" or "Send Invite".
  • Inform the user to check their email and follow the instructions to join ADP Canada.

Inform Transcounts Account Manager to accept the invitation.

Payroll Apps (USA)

Gusto

  • Log in to Gusto.
  • Navigate to the "Settings" left-side bottom navigation.
  • Click on "Permissions" top side menu.
  • Click on the "Manage Admin" button.
  • Select "Full Access Admin" button.
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Payroll
  • Email Address: tech@transcounts.com
  • Set the appropriate permissions for the user.
  • Click "Send Invite".

Inform Transcounts Account Manager to accept the invitation.

ADP USA

  • Log in to ADP USA.
  • Navigate to the "Administrator Access" or "Setup" menu.
  • Select "User Management" or "Manage Users".
  • Click on "Add User" or "Invite User".
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Payroll
  • Email Address: tech.us@transcounts.com
  • Set the appropriate permissions for the user.
  • Click "Save" or "Send Invite".
  • Inform the user to check their email and follow the instructions to join ADP Canada.

Paperwork Management Apps

Hubdoc

  • From your Hubdoc organisation’s dashboard, click the settings icon in the top right-hand corner.
  • Select the Users tab.
  • Click Invite a User.
  • Enter the email tech@transcounts.com, then click the “Accountant/Bookkeeper”
  • Allow all the permissions, then click Send Invite (bottom right side).

Inform Transcounts Account Manager to accept the invitation.

Expensify

  • Click on Settings on the left sidebar and then Workspaces when the menu appears
  • Click Group (if it isn’t already selected).
  • Click the desired workspace name.
  • Click the Members tab on the left.
  • Click Invite as Admin.
  • Enter in tech@transcounts.com for the email

Inform Transcounts Account Manager to accept the invitation.

Dext Prepare

  • Open the “Profile” left-side navigation
  • Click System Settings
  • You will notice a page Invite your accountant or Bookkeeper to Dext
  • Enter your accountant or Bookkeeper to Dext tech@transcounts.com
  • Click Sent Invite
  • A new screen will appear prompting Transcounts Details because we are an existing Dext Partner.
  • Click Allow Access

Inform Transcounts Account Manager to accept the invitation.

Account Payable/Receivable (AP & AR) Apps

Plooto (Canada)

  • From your Plooto organisation’s dashboard, click the settings icon in the top right-hand corner.
  • Select the Settings menu.
  • Click User Management.
  • Click Add User.
  • Enter the user's name and email address.
  • First name: Transcounts
  • Last name: Bookkeeping
  • Email Address: tech@transcounts.com
  • Assign a User Permissions as “Accountant”
  • Click “Add User” button

Inform Transcounts Account Manager to accept the invitation.

Bill.com (USA)

  • Log in to Bill.com.
  • Navigate to the "Settings" menu (gear icon).
  • Under "Users and Roles," click on "Users".
  • Click on the "Invite User" button.
  • Enter the new user's first name, last name and email address as follows:
  • First name: Transcounts
  • Last name: Payroll
  • Email Address: tech.us@transcounts.com
  • Assign the appropriate role and permissions.
  • Click "Send Invitation".

Inform the users to check their email and follow the instructions to join Bill.com.

Advanced Financial Reporting Apps

Fathom

  • Select the 'Cog/Gear' icon on the black bar in the top right corner of the 'My Companies' page
  • Select 'User Management' from the drop-down menu
  • Click the green '+ Invite a person' button in the upper right corner.
  • Fill out their details and click 'Next'.
  • First name: Transcounts
  • Last name: Bookkeeping
  • Email Address: tech@transcounts.com
  • Select a role (Administrator) for the user. Click 'Next'.
  • Toggle on/off the Advanced Permissions. Click on a feature to reveal the Advanced Permissions options for that feature. Click 'Next'.
  • Toggle on/off a company or group to provide or restrict access to that company or group. Click 'Next'.
  • Review the invite. You can return to the previous steps to make changes or click 'Send Invite.'

Inform Transcounts Account Manager to accept the invitation.

Syft Analytics

  • Log in to Syft Analytics.
  • Navigate to the Profile top right corner. It will take you to “Users” under Settings.
  • Click on "Invite User"
  • Enter the email tech@transcounts.com and select the role Admin.
  • Select the entities if you have multiple company accounts.
  • Click "Invite".

Inform the user to check their email and follow the instructions to join Syft Analytics.

Payment Processing App

Stripe

  • Navigate to Business Settings
  • Click Team
  • Select + New User from the top-right corner
  • Enter tech@transcounts.com for the email
  • Choose View Only as the role.
  • Click Invite to send the invitation email.

Inform Transcounts Account Manager to accept the invitation.

Paypal

  • Hover over your profile (top right) and click Account Settings.
  • Click Update next to "Manage users."
  • Click Add user and create a user under tech@transcounts.com. You will need to create a unique username (yournameTC), password@123, date of birth: Jan 1st, 2000, and use the address mentioned on website.
  • Update the account privileges to 'Read-Only', then click Continue.
  • Click Done. Transcounts will receive an email from PayPal to activate our account and create a password.

Ecommerce & Online Seller Apps

Amazon

  • You (account owner) need to login to your Amazon Seller Central account.
  • Hover your mouse to “Settings” located on the top right and select “User Permissions” in the drop-down menu.
  • Type in the Transcounts and Email tech@transcounts.com in the blank field and click “Send Invitation”.

When the invitation will be accepted by Transcounts, you will need to login your Seller Central account again and add the following View Only permissions.

  • Reports
  • Payments
  • Inventory

A2X

  • Sign into your A2X account.
  • Go to 'Settings' and then select 'Users'
    (Please Note: Only the account admin can invite users)
  • Enter Transcounts email info@transcounts.com in the address field and click 'Invite User'

Shopify

  • Click on Settings (left side bottom navigation)
  • Click on Users and permissions
  • Click on Add Staff
  • Tick the box that select appropriate permissions
  • Click Send Invite

We need at least following permissions:

  • Settings
  • Payouts
  • Billing
  • Analytics & Reports
  • Orders

Don’t want to use a paid user seat?
Grant access to Transcounts as Shopify Partner without adding a user:

  • Please share your Shopify Store URL
  • Provide 4-digit Collaborator Code
    (Settings > Users and Permissions > Collaborators)
Shopify article about adding Collaborators, if you want to read more: https://help.shopify.com/en/manual/your-account/staff-accounts/collaborator-accounts