To add Limited view-only Access for your bookkeeper, login to your American Express account and navigate to Account Services > Manage Other Users > Add Someone to Your Account
Enter the following details:
Full Name: Greenspace Bookkeeper
Email: bookkeeper@greenspaceteam.com
Click Continue and then choose “Limited Access”
Click Continue and follow the prompts to complete setup. This will send us an invite to view your account and your bookkeeper will follow up with any further instructions.