Skip to main content
January 9, 2024
Question

How long does it take to give someone access

  • January 9, 2024
  • 1 reply
  • 0 views
I gave someone access to qbo, but the status is still 'invited' after 24 hours.  How long does this take?

1 reply

January 9, 2024

Hello there, @lkeane. Allow me to share some insights into how long it takes to give someone access to QuickBooks Online (QBO).

 

When you give someone access to QuickBooks Online (QBO), they will receive an email invitation to join your company's QBO account. Once the user accepts the invitation via email, they will be able to access your company's QBO account. It's essential to ensure the user follows the on-screen instructions to complete the setup process and avoid errors. Additionally, you can set permissions for each user to control what they can and cannot do within QBO to ensure your company's data remains secure.

 

Here's how:

 

When you add a user, your subscription level determines how many users you can add. Certain roles don't count toward your user limit, like Reports or Time tracking only.

 

  1. Select Settings, then select Manage Users.
  2. Select Add User, then enter the user's name and email address.
  3. Note: Special characters aren't allowed other than a period on the user's name. For the email field, you can use a period and the @ character.
  4. Select the Roles dropdown, then select the role you want to assign to the user.
  5. Review the features this role gives access to. You can expand each section.
  6. Select the Account management settings you want to manage (if applicable for the chosen role).
  7. Select Send invitation.

 

I'd also recommend checking out these articles to learn how to manage user roles or permissions and delete a user. Also, learn how to add, edit, delete, or merge customers in QuickBooks Online:

 

 

Let me know if you have further concerns about access in QBO. I'll be here to provide information. Have a great day!