Adding People Who Help You
You can invite people you trust—like a bookkeeper, accountant, or business partner—to help manage your CleanupOwl account and fix issues in your books.
Why Add Team Members?
When you add a bookkeeper, accountant, or partner to CleanupOwl, they can:
- Run scans on your QuickBooks without needing your login
- Review scan results and prioritize what to fix
- Apply fixes on your behalf (with your permission)
- Keep your books clean on an ongoing basis
How to Invite Someone
- 1
Go to Settings → Team
Find this in the navigation menu at the top of the page.
- 2
Click "Invite Team Member"
A form will appear asking for their details.
- 3
Enter their name and email
Use the email address they want to use for their CleanupOwl account.
- 4
Send the invitation
They'll receive an email with a link to join your account.
Note: Invitation links expire after 7 days. If they don't accept in time, you can easily resend a new invitation from the Team page.
What Team Members Can Do
You (Account Owner)
Full control over everything: billing, team members, connected companies, and all features.
Team Members
Can run scans, view results, and apply fixes. Cannot manage billing or remove other team members.
Removing Team Members
If you need to remove someone's access:
- 1.Go to Settings → Team
- 2.Find the person you want to remove
- 3.Click the remove button next to their name
Their access is removed immediately. They won't be able to see your companies or scan results anymore.
💡 Tip for Working with Your Bookkeeper
Many business owners add their bookkeeper to CleanupOwl so the bookkeeper can help with the cleanup—but you can also review issues and apply fixes yourself if you prefer. Your bookkeeper can run scans, review results, and fix issues while you focus on running your business.