QuickBooks Online - Adding Users and Accountants

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* All screenshots are taken from a QuickBooks Online sample company.


Adding Users to QuickBooks Online

  1. Make sure your QuickBooks Online company is open and you are at the company's home page.
  2. Select the gear icon in the top right corner of the screen.  Select the Manage Users option under the Your Company column.
  3. Select New in the Manage Users section.
  4. Select the type of user you want this user to be and select Next.  There are four types of users: Regular or custom user, Company administrator, Reports only, Time Tracking only.  A Regular users is someone who will access your QuickBooks file on a regular basis and will need standard permissions, which you can set.  Company administrators have all access rights within QuickBooks Online, and access rights to any other QuickBooks Online services to which your company is subscribed.  A Reports only user is a user who only has limited access to your files and can only see reports.  You may develop an unlimited number of Reports only users.  Time Tracking only users is a user who needs to sign into QuickBooks Online to access a time sheet and make time tracking adjustments.  This user is typically a contractor or an employee.
  5. Select the user's access rights and select Next.
  6. Select the user's administrative right and select Next.
  7. Finally, enter the user's email address and name, select Next, and select Finish.
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Adding Accountants to QuickBooks Online

  1. Make sure your QuickBooks Online company is open and you are at the company's home page.
  2. Select the gear icon in the top right corner of the screen.  Select the Manage Users option under the Your Company column.
  3. Select Invite Accountant in the Accounting Firms section.
  4. Enter the accountant's email address and name.
  5. Select Next.
  6. Select Finish
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