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May 3, 2020
Question

Add user to one client

  • May 3, 2020
  • 1 reply
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1 reply

May 4, 2020

Thanks for posting your concern in the QuickBooks Community space. Let me guide you on how to add a user to one client, pamela9.

 

Your client can invite the new user for them to access QuickBooks Online (QBO).

 

Here's how:

  1. Go to the Gear icon on the top menu.
  2. Choose Manage Users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  3. Tick the Add user tab. 
  4. Select the user type you want to create. Then, more options will appear on the screen depending on the user you select.
  5. Enter your new user’s name and email address.
  6. Tap Save.

For more details about this one, check out this article: Add, delete, or change user access.

 

If you're using QBO Accountant, you can refer to this article about adding a new client: Add a new client in QuickBooks Online Accountant

 

I've got a link here where you can find articles about managing your QBO account: https://quickbooks.intuit.com/learn-support/manage-your-quickbooks-account/misc/02/uk-manage-subscription-and-users?label=QuickBooks%20Online.

 

Feel free to reply to this post if you need a hand with importing/exporting your data or any QBO related. I'm glad to help. Keep safe and healthy.