How to log in as the Accountant or Bookkeeper in Zoho Books

Resolution

To log in as an accountant in Zoho Books, the business owner must:

First invite the accountant through Settings > Users & Roles, assigning the predefined Accountant role (or cloning it for custom permissions) and granting access to necessary modules like Banking, Invoices, and Reports. Once invited and the invitation is accepted, the accountant uses their own Zoho login credentials to access the business’s Zoho Books organization.

Step-by-Step for the Business Owner (to grant access)

Log in to your Zoho Books account.
Go to Settings (the gear icon) in the top-right corner.
Navigate to Users & Roles.
Under the “Users” tab, click Invite Accountant.
Fill in the accountant’s email and details, then click Send.
Configure Permissions: Before or after sending, ensure the Accountant role has the right access (e.g., Banking, Reports, Invoices) by clicking on the role under “Users & Roles,” cloning it if needed, and enabling permissions.