Accept an invitation
Join a business you were invited to, fix a link that did not work, and switch between the businesses you can open.
Open the invitation email
A business owner invites you by email, as a team user or as their accountant.
- Team user
- Choose Accept invitation. The link signs you in and accepts in one step, and the business is added to your account.
- Accountant
- Choose Review invitation. The link signs you in and opens your firm dashboard, where you choose Accept or Decline. If you have no practice yet, you set one up first; it is free.
If you are new to CORE Books AI, you are asked to pick a password so you can sign in later. You can also choose Set this up later.
Accept from the bell
If you already have an account, the invitation also waits under the bell at the top of the app: Invitation to the business name, with Accept and Decline. On the phone app, open Notifications and look under Invitations.
If the link does not work
Each link can be used once, and links expire. If yours did not work, sign in if you already have an account, or ask whoever invited you to send it again. The message you see tells you what happened:
- Sent to a different email address
- Sign in with the address the invitation went to, then open the link again.
- Cancelled by the business owner
- Ask them for a new invitation.
- Already accepted
- The business is already in your account.
- Isn’t valid any more
- Ask the business owner for a fresh invitation.
Switch between businesses
Open the business menu at the top of the app and pick a business. Businesses shared with you carry a label: Accountant or Shared. Businesses you own have none. On the phone app, switch from the More menu.
All my businesses
If you own two or more businesses, All my businesses in the business menu lists them with whatever needs attention, such as a bank to reconnect or transactions waiting for review. Choose Open books to go into one. Businesses shared with you are not on this list; switch to them from the business menu.