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September 21, 2020
Question

I have a problem by adding new user in my quickbook account. Can anyone help me out for this?????

  • September 21, 2020
  • 1 reply
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1 reply

September 21, 2020

Hello there, info-prolink-ae.

 

Yes, I can help you add a new user to your QuickBooks account. Let's follow the steps below to get this thing done right away:

 

  1. Go to the Gear icon.
  2. Select Manage user under Your Company.
  3. Within the User tab, click the Add user button.
  4. Select a user type you'll want to give to them. 
  5. Click Next. Then, enter their name and email address. 
  6. Hit Save.

 

Then, let the user check their email and accept the invitation so they can see reports and data. Note: In QuickBooks Online, there are different user types by QuickBooks Plan and each of them has different access. You can choose one, depending on your need. I would encourage checking the user types and user permissions in QuickBooks to learn more about the access that we can give to them. 

 

Lastly, if you want to change their access, you'll need to delete them in your account and invite them again to the right access. Also, you can learn more about managing users with this guide: What different types of users can I add to my company?.

 

If you have any other questions, feel free to ask. I'll always be around to help. Take care always.