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SaraS2
April 2, 2025
Question

Quickbook Essentials- Change User

  • April 2, 2025
  • 1 reply
  • 0 views

I am a bookkeeper that set up a QBO for a new clients.  I am out of users for Essential and I simply need to edit a user.  But when I do that, the new users does not get an evite to QBO.  He is a new QB user, and needs an account.  When he adds an account, it appears he has no choice but to purchase a product before creating an account.  Since he should have access to the account already, how do I get him into QBO?  

 

 

1 reply

S
SaraS2Author
April 2, 2025

btw, there is no option to reinvite or delete a user.  So I am stuck with this user only given the choice to edit the name and email.  

G
GlinetteC
April 2, 2025

I can explain how QuickBooks manages user permissions and help you add a new user to your QBO account, SaraS2.

 

You'll need to delete the user profile you're editing from your QuickBooks Online account to trigger a new invite, allowing access without needing a new purchase.

 

Here's how to delete a user:

 

  1. Go to the Manage users page.
  2. From the Action column, select the dropdown arrow beside Edit.
  3. Choose Delete.

I'm adding this article for a detailed guide on managing users to help you streamline the process: Add and manage users in QuickBooks Online and Intuit Enterprise Suite.

 

Additionally, check this link for a detailed overview of User roles and access rights in QuickBooks Online and Intuit Enterprise Suite for reference.

 

If you have any more questions about the process, feel free to reach out.

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