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June 16, 2021
Question

I’ve been using QuickBooks for a few months and now want my clients to have access so they can do their own invoices how do I set them up?

  • June 16, 2021
  • 1 reply
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1 reply

BettyJaneB
June 17, 2021

Hi there, @jowestonuk.

 

I'd be happy to guide you how to grant access to your clients in QuickBooks Online.

 

You'll need to add your clients as users on your QuickBooks Online account. This way, they'll be able to create their invoices.

 

To do that:

  1. Go to the Gear icon.
  2. Click on Manage users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  3. Select Add user.
  4. Select the user type you want to create.  More options will appear on the screen depending on the user type you select.
  5. Enter your new user’s name and email address, then select Save.

After that, your client will be able to accept the invitation and start working with the QBO account.

 

For more details about managing users in QuickBooks Online, please see this link: Learn how to add, manage, or delete user profiles.

 

Once done, your clients are now ready to create invoices and receive payments in QBO.

 

Let me know if you need anything else with user management or with QuickBooks by commenting below. I'm always around to help you.