On the left, you will see a Dashboard. Scroll down, and select Users.
Select Add New.
Enter Pilot's information:
Username: usernamebooks
Email: username@vip.pilot.com
First Name: Pilot
Last Name: Bookkeeper
Make sure the Send User Notification box is checked
Role: Administrator
Click Add New User at the bottom left.
Who are you and why should I trust you?
Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.