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mkcfacmr
September 27, 2020
Question

Need help on user privilege

  • September 27, 2020
  • 1 reply
  • 0 views
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1 reply

S
SarahannC
September 27, 2020

Hello there, mkcfacmr.

 

QuickBooks offers different types of users that you can invite.

 

If you only want to add them to view all reports except ones that show payroll or contact information, we can invite them as Read-only access. This user type is unable to enter and edit transactions. On the other hand, you can check this article to learn more about the access that we can give to a user in your account: User types and user permissions in QuickBooks Online. 

 

Then, you can follow these steps to add a user:

 

If you mean to set a user in this way, you can follow the steps below:
 

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

 

Then, let the user check their email and accept the invitation so they access your account. Also, you may use this reference to learn about fixing errors or when an invited user did not receive your email invitation: What to do if invited users did not receive your email invitation?.

 

Let me know if you need further clarification or need anything else. I'd be glad to help you more. Take care always!

L
LeoK
August 12, 2022

When I add user, every user has the ability to edit transactions. How can I add user with restricted editing abilities or read-only access? I am using QBO Essentials.

 

Also, when auditors come for review, I want to give them access of all our transactions without editing rights/ability. How can I do that? - Don't QB see the feature as among the important features to us accountants????

K
Kurt_M
August 12, 2022

Hello there, @LeoK. You have me now, and I'll ensure you can set specific roles when you add new users in your company in QuickBooks Online (QBO).

 

As I check here on my end, the feature to give users Read-only access is currently unavailable. However, In QBO, you can set your users to the standard user role. With this, QuickBooks lets you choose the user's access rights. You can choose to have them on All-access, limited-access, or None.

 

You can refer to this article for more information about user roles and access rights in QBO: User roles and access rights in QuickBooks Online.

 

Once you're ready, here's how you can set their role to standard user:

 

  1. Access your QuickBooks Online company.
  2. Go to the Gear icon, and then select Manage users.
  3. Find the user you want to edit. Then select Edit in the Action column.
  • You can change the User type ▼.
  • Select the user settings you want to manage (if applicable).

4. Select Save.
5. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

 

Visit this page for more information about managing user roles in QBO: Add and manage users in QuickBooks Online.

 

Additionally, I've got you this article for reference on the number of users you can add to your QBO subscription: Learn about usage limits in QuickBooks Online.

 

You can also check this page in case you'd like to upgrade your subscription: Upgrade or downgrade your QuickBooks Online subscription.

 

Should you need further assistance setting up user roles in QBO? Or need help performing specific tasks in QuickBooks? Know that you can always get back to me anytime. I'll be more than happy to assist you. Take care, and have a nice day!

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