How To Update Other User With Quickbooks Online

Acquire how to add, manage, or delete user profiles.

Add users to help with your company's operations and bookkeeping. Customize each role and provide individual permissions for specific tasks . Y'all can also give your auditor access to review your QuickBooks company .

Your subscription level determines how many users you lot tin can add. Certain roles don't count toward your user limit like Reports or Fourth dimension tracking only.

Note: Just users with the right permissions tin manage user profiles in QuickBooks Online. If you lot need to, here's how to change the primary admin for your company.

Add together a new user

Select Settings ⚙
Select Manage users.
Select Add user.
Select a user type . Then select Next.
Select the admission rights for the user. Then select Next.
Select theuser settings, if applicable. So select Next.
Enter the user's proper name and electronic mail address. Then select Save.

New users receive an invite to join the visitor. Ask them to select the link in the email. They can create a new Intuit Account or just sign in if they already accept ane.

Manage user role or permissions

Select Settings ⚙.
Select Manage users.
Observe the user you lot desire to edit. Then select Edit in the Action cavalcade.
- You can change the User blazon ▼.
- Select the user settings you want to manage (if applicable).

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

You can't edit the Fourth dimension tracking only roles. Instead, delete them, then add together them again with the correct office.

Delete a user

When you delete a user information technology'southward permanent. But you lot tin can nonetheless view their history in the audit log .

Select Settings ⚙.
Select Manage users.
Observe the user you desire to delete. And then select the arrow icon ▼ in the Action column.
Select Delete.
In the confirmation window, select Delete once more.