How do I create a Forwardly account?

Learn how to sign up for a Forwardly account

Whether you’re an accountant, a bookkeeper, a CFO, or a small business owner, you can easily create a Forwardly account. And once you have your own Forwardly account, you can connect with leading accounting software brands to access instant payments for US clients.

Sign up with an email address

You can signup for Forwardly using your email address.

1. Go to the Forwardly signup page.
2. Select your account type:
   • Accountant/CFO
   • Business Owner
3. Fill in your personal information.
4. Verify your email address with a One-Time Password (OTP). 
5. Verify your mobile phone number with a One-Time Password (OTP). 
6. You will now be prompted to add a business. 

Sign up using an email invitation

If someone wants to grant you access to their business team or business data, they can do so by inviting you via email and letting you create an account with an invitation.

If you’ve never used Forwardly before

1. Get added to an account.
2. Open the email invite and click Accept.
3. Fill in your personal information.
4. Verify your email address with a One-Time Password (OTP). 
5. Verify your mobile phone number with a One-Time Password (OTP). 

If you already have a Forwardly account

1. Get added to an account using the email address you already use for Forwardly.
2. Open the email invite and click accept. 

Sign up with an existing accounting software account (Single Sign-On)

With Forwardly, you can create an account using a direct connection with an existing accounting software account.

Sign in using Xero

If you have a Xero account, you can use Single Sign-On to create an account with Forwardly quickly and efficiently.

1. Go to the Forwardly signup page.
2. Click the Sign in with Xero button.
3. Fill in your personal information.
4. Verify your email address with a One-Time Password (OTP). 
5. Verify your mobile phone number with a One-Time Password (OTP). 
6. You will now be prompted to add a business. 

Sign in using QuickBooks Online/Intuit

If you have a QuickBooks Online/Intuit account, you can use Single Sign-On to create an account with Forwardly quickly and efficiently.

1. Go to the Forwardly signup page.
2. Click the Sign in with Intuit button.
3. Fill in your personal information.
4. Verify your email address with a One-Time Password (OTP). 
5. Verify your mobile phone number with a One-Time Password (OTP). 
6. You will now be prompted to add a business.