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paulamdowd-gmail
December 10, 2023
Question

Dear all I have a business partner how do I allow them full access to my quickbooks for the project we are doing together ?

  • December 10, 2023
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1 reply

Service
Service
December 10, 2023

Click on the gear in the upper right, click on manage users, and go from there. Lower priced plans limit adding regular users, so that might be an issue. You might be able to add someone as an accountant, but I don't know what kind of limits there are on what they can do with that profile. 

A
AnneMariee
December 10, 2023

Welcome to the Community, Paula.

 

Allow me to guide you in adding your business partner as a user with full access to your account.

 

In QuickBooks Online (QBO), you can add users with customized roles and individual permissions for specific tasks. First, add your business partner as a user by following the steps below.

 

  1. Click the Gear icon. Then, select Manage users.
  2. Click Add user. 
  3. Enter your partner's name and email address.
  4. On the Roles dropdown, select the role you want to assign to the user. You can expand each section to review the features the role has access to.
  5. Select the Account management settings you want to manage.
  6. Click Send invitation.

 

Then, ensure that you give your partner the company admin role. This way, they'll have access to every part of the QBO account. 

 

I'll leave these articles for more info on adding and managing users in QBO:

 

You might want to add your accountant in QBO. Here's a guide on how to do it: Add accountant users in QuickBooks Online.

 

If you have any other concerns about adding a user to your QBO account, please don't hesitate to reply to this post. I'm just one post away to help you out. Keep safe.

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