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September 9, 2022
Question

How to give access to financial staff?

  • September 9, 2022
  • 1 reply
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1 reply

September 9, 2022

Hi there, @fathersaliveinth.

 

I'm here to help share information about giving access to financial staff in QuickBooks Online.

 

You can send a user invitation email to the financial staff in question to give them access to your online account. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Manage Users.
  3. Select Add User.
  4. Choose a user role and access permission depending on tasks given to the staff.
  5. Enter your staff's name and email address.
  6. Click Save.

 

Kindly read and use this article to learn more about the type of users you can invite and the access rights given to them: The Different Options for User Roles and Access Permissions in QuickBooks Online.

 

Now that you've learned how to invite a user and the access rights they can do, here's a report you can use to determine the changes they made to your account: Use the Audit Log in QuickBooks Online. And use it to keep an audit trail for a certain event in a given time.

 

I've got you covered if you have questions aside from working with a user profile in QuickBooks. Don't forget to tag my name, @JonpriL, in the comment below so that I can get back here and assist you. Take care always, @awmwoodwork!