How To Setup Your Online Accounting System

1. A couple days after you place your order for the Online Accounting System, you’ll receive an email from Cloud9RealTime.com that has your Online Accounting Username and Password on it.

2. Now that you have the login credentials, please login to your firm portal as an “Admin” user. (Hint: Portal username is admin@{yourdomain})

3. If you are adding the Online Accounting System to a client that is already setup in the portal, then click on “Modify Client User”.

If you’re setting it up for a client who is not yet in the portal, click on “Add Client User”.

If you’re setting it up for a firm user, then click on “Add/Modify Firm User”.

1. Select the user to modify.

2. Verify user’s information.

3. Click on the “Accounting” tab. Enter the Username supplied by Cloud9RealTime.com in the email they sent. Enter the Password supplied by Cloud9RealTime.com in the email they sent. Then confirm the password.

4. Make sure “Online Accounting System” is checked.

5. Click on the “Save” button.