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January 9, 2022
Question

how to add a new person to our account

  • January 9, 2022
  • 1 reply
  • 0 views

We have a new financial secretary and we need to add her to our Quickbook account so she can get into our files

1 reply

AlcaeusF
January 10, 2022

Hi @debbiebeach,

 

Thank you for dropping by here in the Community. I can show you to add a new user to your QuickBooks account.

 

Before you start, please make sure you have the necessary user permissions to manage user profiles in QuickBooks. Users with admin access can add members through the Manage Users section.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Manage users below Your Company.
  3. Press Add user
  4. Choose the user type.
  5. Hit Next until finish.

 

Additionally, I recommend visiting the following article to manage user role or permissions in QuickBooks: Add and manage users in QuickBooks Online.

 

Leave a comment below if you have other concerns related to adding new QuickBooks users. The Community and I will be around to help you.