Receiving Shared Companies
Accept or decline company share invitations, select a destination organization, and optionally connect integrations.
Overview
When another organization shares a company with you via email invitation, you receive a secure link to accept or decline the share. This page explains the full acceptance flow, including organization selection, integration connection, and how to handle pending invitations.
Accepting a Share Invitation
Step 1: Open the Invitation Link
Click the link in the invitation email. If you are not signed in, you will be redirected to the sign-in page first. After signing in, you return to the share acceptance screen.
If you do not yet have an organization, you will be prompted to create one before you can accept the share.
Step 2: Review Share Details
The acceptance page displays the following information:
- Sharing organization -- The name of the organization that sent the invitation.
- Company name -- The company being shared with you.
- Access level -- Whether you are being granted read or write access.
- Expiration -- Whether the share is indefinite or has a specific end date.
- Billing -- Who is responsible for billing costs:
- Sponsor -- The sharing organization covers billing.
- Transfer -- Billing transfers to your organization upon acceptance.
Step 3: Select a Destination Organization
If you belong to multiple organizations, choose which one should receive the shared company. Each organization card shows:
- The organization name.
- Whether a billing profile is active (relevant when billing responsibility transfers to you).
If you have only one organization, it is pre-selected.
Step 4: Accept or Decline
- Click Accept Invitation to add the shared company to your selected organization.
- Click Decline to reject the invitation. You will be redirected to your home page.
Connecting an Integration After Acceptance
If the share involves a billing transfer (sponsor or transfer-on-accept) and the shared company does not yet have an accounting integration in your organization, you are automatically redirected to a connection page.
On this page you can:
- Connect QuickBooks Online -- Opens QuickBooks in a new window for OAuth authorization.
- Connect Xero -- Opens Xero in a new window for OAuth authorization.
- Continue without connecting -- Skip integration setup and connect later from the Integrations page.
Connecting an integration at this stage is optional but recommended for faster data syncing.
Pending Shares
When you sign in, the system checks for any pending share invitations associated with your email address. If pending shares exist, you are notified so you can review and respond to them.
To view pending invitations:
- The system automatically surfaces pending shares when you sign in.
- Each pending share shows the company name, sharing organization, and share terms.
- You can accept or decline each one individually.
Declining a Share
When you decline a share:
- The invitation is marked as declined.
- You will no longer be prompted about that specific share.
- The sharing organization can see that the invitation was declined.
Next Steps
- Managing Shared Access -- Update or revoke shares after acceptance.
- Sharing Companies -- Learn how to share companies with others.
Command Palette
Search for a command to run...