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9130348585287946
November 16, 2024
Question

hello -i need to invite one more member, can i? or should i delete someone first?

  • November 16, 2024
  • 1 reply
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i mean this Manage Users under "Your Company" column Click on Accounting Firms Click the green Invite button

    1 reply

    G
    GebelAlainaM
    November 16, 2024
    If you have maximized all accountant users available for you, you can remove them and add new ones since adding more accounting firms depends on the subscriptions you're using. Let me get into the details below.

    In QBO, adding more accountant users will vary on your subscription. If you have the Simple Start, you can only add two accounting firms. If you have the Essentials, Plus, and Advanced subscription, you can check out this article for more details about the user limits: Learn about usage limits in QuickBooks Online.

    To delete an accountant:

    1. Sign in to QuickBooks Online as a primary admin.
    2. Go to the Gear icon and select Manage users.
    3. Select the Accountants tab.
    4. Find the accountant you want to remove.
    5. From the Action column, select Delete.
    6. Select Delete to confirm.

    To add a new accountant:

    1. Sign in to QuickBooks Online as a primary admin.
    2. Go to the Gear icon and select Manage users.
    3. Select the Accountants tab.
    4. If you are inviting an accountant for the first time, enter the accountant's email address, then select Invite. Follow the prompt to verify your account.
    5. If you are adding a second accountant, select Invite.
    6. Enter their name and email address, then select Save.

    Additionally, you can check out these articles for more details on managing accountant users: Add accountant users in QuickBooks Online.

    Moreover, you can check out these articles for reference in managing user and their access rights:
     
    Furthermore, I'm leaving this article for future reference in case you need to track the changes and activities made in your account: Use the audit log in QuickBooks Online.

    Keep me posted if you have clarification or additional concerns about managing users in QuickBooks. I'm always here to help you.
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