You can invite your accountant to Zoho Books as a user with appropriate user roles and permissions. Your accountant will be able to view reports and perform the year-end accounting. To provide access to your accountant:
The invite will be sent to the accountant via email. As soon as they accept the invite, they can access your Zoho Books organization.
If you do not want your accountant to have direct access to your organization, you can export the Sales by Customer report and the Payments Received report to share it with your accountant. To export these reports:
Once the file gets exported, you can share the report with your accountant.
Books
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