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February 22, 2023
Question

How do i add users to spreadsheet sync

  • February 22, 2023
  • 1 reply
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I am trying to add another team member to have access to spreadsheet sync and I do not see it as a permissions option. How do I add them?

1 reply

February 22, 2023

Thank you for visiting the QuickBooks Community. I'll share details on how adding user works in QuickBooks Online, then I'll ensure you can manage your users to control their access in QuickBooks, especially in access to spreadsheet sync.

 

When you add a user in QuickBooks Online to manage their roles and limit their access to specific tasks, you must have an Admin user. This user has full access to the QuickBooks account. They can do everything the primary admin can except edit or remove the primary admin's access.

 

I suggest making sure that you're logging in to your QBO account as admin so you can add another team member to have access to spreadsheet sync. Otherwise, this is why you aren't seeing a permissions option.

 

If you are already the Admin user and the problem persists, it is possible that you have reached your usage limit. Depending on your subscription, you have a specific usage limit to the number of things, such as accounts or users, that you can have in QuickBooks at one time. You can open this article to see extra details: Learn about usage limits in QuickBooks Online.

 

On the other hand, please know that only QuickBooks Online Advanced admin users can open and manage Spreadsheet Sync. You may click this article to view further details on how the feature works in QuickBooks: What's Spreadsheet Sync?.

 

Lastly, you may refer to this artilcle to view various information about the different options for user roles and access permissions in QBO: User roles and access rights in QuickBooks Online.

 

Don't hesitate to click the Reply button below if you have other concerns about managing user access. I'm always around to help, jim-vhavets-com.