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April 12, 2021
Question

How do I add a coworker

  • April 12, 2021
  • 1 reply
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1 reply

April 12, 2021

Hello kamloopscommerci, 

 

Managing users in QuickBooks has never been easier. The program provides a user-friendly interface that makes it easy to navigate the program. I'll be happy to guide you in the right direction from here. 

 

First, it's important to note the user types available in QBO. Here's a list of them:

  • Standard User - You can give them full or limited access, without admin privileges.
  • Company admin - They can see and do everything. This includes sending money, changing passwords, and adding users. 
  • Reports Only - They can see all reports, except ones that show payroll or contact info. 
  • Time tracking only - They can add their own timesheets.           

Here's how to add a user in QuickBooks:

  1.     Click on the Gear ⚙, then Manage Users
  2.     Select Add user.
  3.     Click on the user type you want to create. More options will appear on the screen depending on the user type you select.
  4.     Enter your user’s name and email address, then select Save.         

Here's how  to manage the user access permissions:

  1. Log in to QuickBooks with a user profile that has permission to manage users.
  2. Click on the Gear icon ⚙.
  3. Hit Manage users.
  4. Find the user you want to edit. Then select Edit in the Action column.
  5. In the User type drop-down ▼ menu, choose the new user type.
  6. Select the user settings, if applicable.
  7. Hit Save.
  8. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.         

For more info on user types, check out this helpful article from our Community: Learn about user types in QuickBooks Online. 

 

Let me know if this info helps. I'll be on standby in case you need anything else.