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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.