Manage users in QuickBooks Online
As a business owner, you may need to grant access to your QuickBooks Online account to other users, such as your accountant or bookkeeper. Here's how to manage users in QuickBooks Online:
Step 1: Find the Manage Users tab
- Find the Settings (gear icon) menu in the upper-right corner and select it to expand the options. Select Manage users from the YOUR COMPANY column. This is where you'll manage all aspects of your users' access to your account.
Step 2: Add a user
- To add a user, select Add User and enter their email address.
- After entering their personal info, you’ll be asked to choose a role from the dropdown menu. When you select a role, you’ll be able to see a comparison of what level of access each role grants.
- Choose the role that best fits the desired level of access, then select Send invitation. QuickBooks will send them an invitation, asking them to join your account.
Step 4: Troubleshooting issues
If you encounter any issues while managing users in QuickBooks Online, there are a few troubleshooting steps you can take. Here are some common issues and their solutions:
- Issue: They didn't receive the invitation email.
Solution: Check that you entered their email address correctly and ask them to check their spam folder. - Issue: They can't access certain areas of your account.
Solution: Check that you've granted them the correct level of access on the Manage users page. - Issue: They’re having trouble logging in.
Solution: Make sure they're using the correct login credentials and that their browser is up-to-date.
By managing users in QuickBooks Online, you'll be able to grant access to your account to other users while maintaining control over what they can see and do.
If you encounter any issues while managing users, don't hesitate to reach out to our Support team for assistance, ask our Digital Assistant, or check the Support page for immediate answers.
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