Question 1

How to add us into your Quickbooks Online account

Accepted Answer

From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.

On the Manage Users page, click Invite Accountant to open a new invitation.

Enter the email “bookkeeper@greenspaceteam.com” and the name “Greenspace Bookkeeper” and click Next when you’ve finished.

Click Finish and you’re done. Your accountant will get an email with a link to your QuickBooks. From there, it’s up to your accountant to log in and start working on your books.

Question 2

How to add us into your Xero account

Accepted Answer

To provide us access to your Xero data file, from the dashboard, click Settings > General Settings and then under Organisations select ‘Users’.

Click the button labelled ‘Invite a User’ and fill in the ‘Enter their details’ form with their details. Make sure to select the “Adviser” role.

Click the blue button labelled ‘Continue’, and you have the opportunity to personalize and send the invite.

Question 3

How to add us into your Shopify account

Accepted Answer

Navigate to the “Settings” section from the left side menu of your Shopify Admin

Click “Users and Permissions”, then click “Add Staff”

Fill in the new user information Once you’ve selected to add a new user, you’ll be prompted to enter our information. Use the information below (we recommend using copy & paste) and then click “Send Invite”

First Name: Greenspace 
Last Name: Bookkeeping 
Email Address: bookkeeper@greenspaceteam.com 
Permissions: Select All 
(Shopify suggests accountants have full permissions to access all necessary reporting, see here for more information on permissions: https://help.shopify.com/en/manual/your-account/staff-accounts/staff-permissions)(https://help.shopify.com/en/manual/your-account/staff-accounts/staff-permissions)

Question 4

How to add us into your Clover account

Accepted Answer

Navigate to the “Employees” section from the left side menu of your Clover dashboard Click the “Add New Employee” button

Once you’ve selected to add a new user, you’ll be prompted to enter our information. Use the information below (we recommend using copy & paste) and then click “Save”
Full Name: Greenspace Bookkeeping 
Nickname: Greenspace 
Email Address: bookkeeper@greenspaceteam.com 
Custom ID: N/A (not necessary to fill this out) 
Passcode: N/A (not necessary to fill this out) 
Role: admin

Question 5

How to add us into your Launch 27 account

Accepted Answer

Navigate to the gear icon at the bottom left of the Launch27 home page.

Under the “People” section, select the “Office Staff” option. Create a user by clicking “Add New” at the top right.

Once you’ve selected to add a new user, you’ll be prompted to enter our information. Use the information below and then click “Save”.

Email: bookkeeper@greenspaceteam.com 
Name: Greenspace Bookkeeping *make sure to check the box that says “Mark as confirmed and send welcome email” 
Role: Staff

Question 6

How to add us into your Amazon Seller Central Account

Accepted Answer

First, you will need to invite us as a user, using the email “bookkeeper@greenspaceteam.com” – this will allow us to view and pull your inventory reports each month directly from Amazon.

You’ll want to make sure you’ve setup the proper permissions by going to “Settings”, “User Permissions” and then click “Edit” next to our new user and make the following selections:
 • Give us “Admin” access to your entire “Reports” section.
 • Be sure we have access to your “Fulfillment Reports” (this is usually found in the “Inventory” section and may be called something like “Manage FBA Inventory/Shipments.”
Once you add us in, we’ll complete the process and confirm that we have access with you.
 
Resource – Support instructions provided here on the Amazon Seller Central support page: https://sellercentral.amazon.com/gp/help/external/901?language=en-US&ref=mpbc_201028560_cont_90(https://sellercentral.amazon.com/gp/help/external/901?language=en-US&ref=mpbc_201028560_cont_901)

Question 7

How to connect your Amazon Business account to Quickbooks Online

Accepted Answer

To connect your Amazon Business and QuickBooks accounts, make sure you’re both the primary administrator (https://www.amazon.com/gp/help/customer/display.html?nodeId=201633380)for the Amazon Business account, and the master admin or a company admin (https://quickbooks.intuit.com/learn-support/en-us/set-up-users/user-types-in-quickbooks-online/00/186238)for your QuickBooks company.

Here’s how to connect the accounts:
1. Sign in to your QuickBooks account as an admin.
2. Go to the Amazon Business Purchases app page.
3. Select Get app now.
4. When prompted, sign in to your Amazon Business account as the primary administrator.
5. Select the import start date. All of the Amazon Business purchases you made on or after that date will sync with QuickBooks for your review.
6. Select Finish.

The app then begins to import your Amazon Business purchases into QuickBooks. If there’s a lot to import, you may not see all of them right away. Don’t worry, the app keeps going until the job is done.

After the first import, the app checks your Amazon Business account four times a day and brings the latest transactions into QuickBooks.

Question 8

How can I schedule a phone call with a bookkeeper at Greenspace?

Accepted Answer

At the bottom of every report is a customized link to schedule a meeting with your bookkeeper (example below).
https://static.wixstatic.com/media/73574b_68eb1dab4407404f922e955b8230a69a~mv2.png

This will let you pick a date and time slot that works best for you and your bookkeeper. If you prefer to schedule a call over email - you can use the "hello@greenspaceteam.com" ("hello@greenspaceteam.com")email and someone will help you.

You will receive a confirmation of the date and time after confirmation.

Question 9

How to add us into your Uber Eats account

Accepted Answer

To provide Greenspace access to your Uber Eats account, follow these steps:

1.Login to your Uber Eats account using your credentials

2. Navigate to the left side menu and select "Users"
https://static.wixstatic.com/media/73574b_4c8b1f8396d6428ba8d92a90e1eb9e11~mv2.png

3. Click the "Add User" button

https://static.wixstatic.com/media/73574b_7c3906e7a3ea4321af9966b79e13b8c9~mv2.png

4. Input the user details for Greenspace. Make sure you use this exact information:

First Name: Greenspace
Last Name: Team
Email: bookkeeper@greenspaceteam.com
Role: Manager

https://static.wixstatic.com/media/73574b_1775db6c1f864ea9b46ecb2cd1b035aa~mv2.png

5. After entering the information, click "Add" to save the details - when you are done it should look like this:
https://static.wixstatic.com/media/73574b_10849e12f5154bcdb1cd269dcd8a833c~mv2.png

Question 10

How to add us into your Square account

Accepted Answer

First sign in to your Square Dashboard and add us as a new team member.

Navigate to the left menu and choose Staff & payroll > Team > Team members and select "Add a team member"

Enter our information below:
First Name: Greenspace
Last Name: Bookkeeper
Email Address: bookkeeper@greenspaceteam.com
Phone Number: (813) 402-0607

Once that is entered, click "Next"

On the "Jobs" page, use the information below:
Primary Job: Bookkeeper (you may need to create a "new job" in a popup, make sure to toggle off "Tip Eligible")
Pay Type: None
Overtime Exempt: Leave toggled OFF

https://static.wixstatic.com/media/73574b_22967b2fbb164410b589359bd4307f46~mv2.png

Click "Next"

Next you will pick our level of access by either picking a default permission option or you can "Create a new permission set". Name the set something like "My Bookkeeper" and choose "Full" for the Permission Level and click "Save".

Keep the "Authorized Representative" toggle OFF and you can keep the passcode for your records.

Click "Next" for a final review of the data, and then click "Done" when finished.

Once everything is correct, select "Done"

Knowledgebase

As a bookkeeping service company, we understand that you may have questions about how we can help your business. Here are some common questions that small business owners ask us:

greenspace

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Knowledgebase

As a bookkeeping service company, we understand that you may have questions about how we can help your business. Here are some common questions that small business owners ask us:

greenspace