Add Buckberger Baerg & Partners to your online bookkeeping software.

QuickBooks Online

First please delete any existing accountants by:

  1. From the Settings (⚙) gear, select Manage Users.
  2. Within the Accounting Firms section, click on the accountant or firm you wish to remove.
  3. Click Delete.
  4. Confirm the deletion.

Now you can add our account (QBOnline@bbllp.ca) by:

  1. From the Settings (⚙) gear, select Manage Users.
  2. Within the Accounting Firms section, click Invite Accountant.
  3. Enter BBLLP’s QB Online email address – QBOnline@bbllp.ca
  4. (Optional) Also enter the first/last name of your accountant.
  5. We will then be sent an email that contains a link for signing in to your company.
  6. Until we sign in, the status on the Manage Users page is “Invited.” After accepting the invitation, the status changes to “Active.”
  7. Click Next and Finish

Dext

  1. Sign in to Dext
  2. Click the down arrow beside ‘My Profile’ in the left pane then go into Accountant
  3. Enter the email address: ReceiptBank@bbllp.ca then click Send invite
  4. You should see a message that the company your account works for is using Dext. Click Allow access

Xero

  1. Log into your account
  2. Select your business name in the top left corner and go to Settings.
  3. Under General, select Users
  4. Press the green “Invite a user” button
  5. Fill in all of the details shown below.

Under “Enter their details”

Under “Give them access to:” (Shown on next page)

    • Check “Projects” and make sure the role is “Standard”
    • Check “Payroll admin”
    • Check “Business and accounting” and set the role to “Adviser”
    • Check “Manage users”
    • Once these are set, press “Send Invite”

HUBDOC

  1. Sign in to Hubdoc
  2. Click the Gear in the top right corner
  3. Go into the Users tab
  4. Click Invite a User
  5. Enter the email address: Hubdoc@bbllp.ca
  6. Under ‘Give them access to:’ choose Accountant/Bookkeeper
  7. Click Send Invite

AgExpert Accounting

  1. Sign in to AgExpert Accounting 
  2. On the main dashboard, click More in the left bar, then select Sharing.
  3. Click Share access
  4. Click Choose then Add new 
  5. Fill in the following information: 
    1. Email: AgExpert@bbllp.ca 
    2. First name: Buckberger 
    3. Last name: Baerg 
    4. Company: Buckberger Baerg & Partners LLP 
    5. Access type: Accountant
    6. Click Send Invite
  6. You will get a confirmation that ‘Shared access saved successfully’ and we will be sent an invitation by email

Wave Accounting

  1. Open the top-right menu by clicking your business name. 
  2. Click Business settings. 
  3. Click on Users from the Settings menu, under User management. 
  4. Click Invite user in the top right 
  5. Enter the following Information:
    • First name: Buckberger
    • Last name: Baerg
    • Email: wave@bbllp.ca
    • Position: Accountant/Bookkeeper
    • Role: Editor 
  6. Click Invite User in the top right

Sage Online

  1. Sign into Sage online 
  2. In the upper right-hand corner, click your business name and then Manage Business Account. 
  3. On the left-hand side, click the Invite Accountant tab. 
  4. Enter your Sage@bbllp.ca, then choose Send Invite.