What is a Billable user? under Manage Users in QBO

What is a Billable user? under Manage Users in QBO

A billable user is a counted user from the number of allowable users (3) you can add in QuickBooks Online. It could be a regular or custom user and/or company Admin user. You will not be billed with this since it’s a feature that comes along with your subscription. You can see your Manage Users window by clicking the Gear icon in the upper right corner and choosing Manage Users.

 





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How to provide QBO access to my CPA, Accountant, Tax Accountant or Bookkeeping firm in new QuickBooks Online?

Adding accountant access (allowed up to two) is quick and easy in the new QuickBooks Online. Simply follow the steps outlined below, and you’ll be all set.

1.Sign in to your QuickBooks Online company.

2.Choose Company Gear Icon (upper right corner) > Manage Users under Your Company heading.

3.Go to the Accountants section and click Invite Accountant.

4.Enter your accountant’s email address (use the same email address if they already have QBOA account) and first/last name (optional).

5.Your accountant will be sent an email that contains a link for signing in to your company.

6.Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.

7.Until your accountant signs in, their status on the Manage Users page is “Invited.” After accepting the invitation, their status changes to “Active.”

8.Click Next and Finish.

 

Invite Accountant

Is there a way to give a person access only to a specific tab only in new QuickBooks Online (QBO)?

Unfortunately the answer is no at this time.  Even if you customize the user account or limit their rights, these are the following permission or rights they can perform:

  • Enter estimates, invoices, sales receipts, credit memos, and refunds
  • Enter charges and credits
  • Create and delete statements
  • Receive payments from customers
  • Fill out time sheets for anyone
  • Add, edit, and delete customers
  • Add, edit, and delete products and services
  • View customer registers
  • View customer and A/R reports

 

If you feel this feature need to be added in future revision, please add your voice here.  We’ve already done it in the past.
http://feedback.qbo.intuit.com

 

 

How many “Manage Users” accounts are allowed with QB Online Plus?

It depends on which type of user you’re adding to the account. A normal QB Online Plus subscription allows you to have up to four additional users for a total of five users. Also, you can add up to two accountant type users and an unlimited number of time tracking users.

Additional users can be added to your QB Online Plus subscription for an additional cost. If you need to add more regular/custom or company administrative users, all you need to do is continue to add users. When you try to add more than your max, the system will give you a prompt about the new cost associated with adding over five users. You will be able to add on addition users over the initial five up to the max of 25 users.