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May 1, 2020
Question

How do we add a new name to our member contact list?

  • May 1, 2020
  • 1 reply
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1 reply

May 1, 2020

Hi there, jkg1. 

 

If you're referring to adding a new team member, I can gladly show you how to do that. Follow these steps below:

 

  1. From the left menu, select Team under Your Practice.
  2. Select Add user, then fill up the fields accordingly.
  3. Select Next, then choose the level of access for this member
  4. Select Next, then select which client this member can access.
  5. Select Save and close.

Once, completed, you've successfully added a new team member. Also, check out this link as it has a lot of helpful information about members and how to manage them. 

 

- Manage users in QuickBooks

 

If you have any other questions or concerns, feel free to post them below. .

 

Thank you and have a nice night.