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Manage Users QuickBooks Online QBO Video Tutorials

How to Add a Client in QuickBooks Online Accountant

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:

Categories
Manage Users

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 Master Administrator. The person who initially creates a company is automatically assigned as its Master Administrator.

No one can delete the Master Administrator nor change the Master Administrator’s access rights.

The only way to delete the user with the Master Administrator role is to first transfer that role to another user. Only then can you delete the user who previously had that role. See below how to transfer.

Example: if there are two accountant users in QBO, and you want to remove one and invite another, only the Master Admin can do that. However, if there’s only one (instead of two) accountant user in QBO, a Company admin can also invite them. Only the Master Admin can delete the accountant user.

To Accounting Firms setting up the client on wholesale billing account: if you are paying the monthly subscription fees, it’s a recommended to set up as the Master Admin.


Where is “Manager Users” located in QBO?

From the homepage dashboard > Gear (⚙) icon at the top right corner > Your Company > Manage Users.


 

How do I make someone else the Master Administrator?

Only the current Master Administrator can make this transfer. The new Master Administrator must be an active Company Administrator with an email account.

To transfer the Master Administrator role to an active Company Administrator:

  • Sign in as the Master Administrator.
  • Click the Gear icon > Manage Users.
  • Click Transfer Master Administrator, and follow the instructions.
  • In the Transfer To drop-down list, select the name of the new Master Administrator.
  • Click Finish.

If you do not see the Transfer Master Administrator button, then either you are not signed in as the Master Administrator or there are no other users.

An email will be sent to the person being invited to become the new Master Administrator. That person will need to accept the invitation from the email before the transfer takes place.


 

Transfer Master Administrator for Simple Start companies.

To transfer the Master Administrator rights for QuickBooks Online Simple Start please contact support.


 

Also, read this QuickBooks Help article for more info.

Categories
Manage Users

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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Categories
Company Gear Company Settings Manage Users Your Account Your Company

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:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Manage Users.
  3. Highlight “Master Admin” area before clicking Edit button.
  4. Click the blue Edit button.
  5. Edit the first and last name, as well as the Email Address, to have the correct information for the person who should be the Master Administrator.
  6. Save.

edit master admin1

edit user info

To change the “User ID” and Sign In info, if needed:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Your Account.
  3. On the left side, select Personal Info. Under the “Sign In info” section, choose “Change” link and change the User ID, Email address, Email address and Security question to what they need to be.
  4. Save.

It is possible on some versions they may have moved “You Company” to left side and combined and renamed as “Account and Settings”. If so, you will see “Manage Users under “Your Company on the left side as well.

sign in info

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Categories
Manage Users QBO QBOA QuickBooks Settings

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

Categories
Company Gear Company Settings Manage Users QBO QuickBooks Online QuickBooks Online QBO Your Account Your Company

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.

  1. Log into QBO using the Master Administrator’s user ID and password. (The sign-in page is: https://qbo.intuit.com.)
  2. Click the “gear” icon > Manage Users.
  3. Click the Transfer Master Administrator button on the left side of the screen. If this button does not appear, you are not signed in as the Master Administrator.
  4. In the Transfer To drop-down list, select the name of the new administrator.
  5. Click Finish.
  6. If the user to whom you wish to transfer the role does not appear in the drop-down list, click Cancel to return to theManage Users page. You will need to make the desired user a Company Administrator. Make sure an email address is included for the user. These steps will generate an email to the person being invited to become the new Master Administrator. That person will need to accept the invitation in the email.
  7. Sign out.

Important: The Master Administrator role does not get transferred until the invitation is accepted by the new person.

You must be a Master Administrator or a Company Administrator to add a new user.  If the user you’d like to transfers rights to hasn’t been added, you will need add him/her before the transfer can take place.

Adding a new user who will be the new Master Administrator:

  1. Click the “gear” icon > Manage Users.
  2. Click the New button at the bottom-right.
  3. Select Company Administrator and then click Next.
  4. Enter the new user’s email address and their name. Click Next.
  5. Complete the screens until you get to the last one and then click Finish.
  6. Sign out.

When you click Finish, an email will be sent to the new user. Tell them to read the email and then click the link which is in the word HERE. If they already have a QuickBooks Online user ID and password, they can use it. If not, this is where they create their user ID and password.

Once the user has been invited and the user ID and password has been created for the new user, you must sign in as the Master Administrator in order to transfer the role to another user.

In order to transfer Master Administrator rights to a user, that user must be a Company Administrator.

To change a limited or regular user to a Company Administrator:

  1. Click the “gear” icon > Manage Users.
  2. Find the user you’d like to edit and click on their name to highlight.
  3. At the bottom right, click on the Edit button.
  4. In the upper right of the User Information page, click the Change button.
  5. Select Company Administrator and click Next.
  6. Click Finish.
  7. Click Save.
  8. The user will need to sign out and sign back in for the access rights change to appear.

If for some reason it is impossible to contact or work with the current Master Administrator, please contact Intuit customer care by choosing Help, then clicking Contact Us.

 

Source

Categories
Manage Users

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

 

 

Categories
Manage Users

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.

Categories
Manage Users

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

Change Manage Users
Change Manage Users