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How to Add a Client in QuickBooks Online Accountant
If your client already has a QuickBooks Online (QBO) account, they should invite you as an accountant user instead. Check out this video for how to do that:
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QuickBooks Online: What’s the difference between the Company Administrator and the Master Administrator
QuickBooks Online: What’s the difference between the Company Administrator and the Master Administrator? Company Administrator: Access to all features and capabilities in QuickBooks company file and can see everything. Master Administrator: All the access rights of a Company Administrator. You cannot delete or change the access rights of the Master Administrator. There is only one […]
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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 […]
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How do I transfer master admin in the simple start version single user plan
Since the Simple Start plan with the single user doesn’t allow you to actually transfer Master Administrator rights to another user, you will need to edit the user information. You’ll also want to make sure the email tied to the account and the login information are correct. To edit the User Information: Click the Gear […]
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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 […]
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How do I transfer the Master Administrator role? I have a new Administrator, how do I change the master administrator?
You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active Company Administrator with an email account. […]
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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 […]
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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 […]
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How to change an existing user, set up as an accountant, to a regular user in new QuickBooks Online?
To delete the existing Accountant user: From the Company Gear icon (top upper corner) go to “Manage Users” under Your Company heading Highlight the Accountant user under Accounting Firms and click Delete Once deleted, click New and add the person one more time