Step 1: Access your FreshBooks Account
- Login in to your FreshBooks Account.
- Click on the Dashboard section.
Step 2: Invite Jenfi as a User
- Click on the Invite button.
- Select Accountant.
- dd@jenfi.com
Type in this email address into the To: field. - Then click Send Invitation.
Jenfi will receive limited access of your FreshBooks Account upon accepting the invitation email.
Visit FreshBooks Support if you need further assistance with your account.