I am using sage accounting online. Is there a way to do it online?

Hi Jeff Smith

Thanks for clarifying which product you are using. I am going to move this post to that Support Group so that other users of this software will see it. 

For Sage Accounting Canada, you would typically just share access to your online company file with your accountant and give them the "Accountant" role (See this article). There's a special version of Sage Accounting for accountants that allows them enhanced admin access to the software. 

Should your accountant not be online with that version, you could export data from several reports available. Hope this helps!

Warm Regards, 
Erzsi

Hi Jeff Smith

Thanks for clarifying which product you are using. I am going to move this post to that Support Group so that other users of this software will see it. 

For Sage Accounting Canada, you would typically just share access to your online company file with your accountant and give them the "Accountant" role (See this article). There's a special version of Sage Accounting for accountants that allows them enhanced admin access to the software. 

Should your accountant not be online with that version, you could export data from several reports available. Hope this helps!

Warm Regards, 
Erzsi