Manage Users

How to invite employees (or out-side contractors) to have access to new QuickBooks Online?

As Master Administrator, you setup “Manage Users” in new QuickBooks Online.
From the Home page screen

  • Go the Company Gear (right upper corner)
  • Select Manage Users
  • Add “New” button
  • Follow Mini-Interviews
  • Choose user type and follow instructions

As an Admin, you can review Users by checking Audit Log by clicking Activity button.

Choose User Type 1of7
Choose User Type 1of7
Set Users Access Rights 3of7
Set Users Access Rights 3of7
Set Users Administrative Rights 5of7
Set Users Administrative Rights 5of7
Email Users Email Address 6of7
Email Users Email Address 6of7
Finish Adding User 7of7
Finish Adding User 7of7

We are an accounting firm. How do we add a client’s account to our dashboard? They are a QBO client.

Invite Accountant
Invite Accountant

Your client would need to invite you as an Accountant user. They would need to use the same email for that invitation as you would use to login to your QBOA account.
Your client can invite you from adding to “Manage Users” as Accountant.
From the Company Gear > Select Manager Users under “Your Company” header > Choose “Invite Accountant” button > follow instructions

They can invite up to two accounting or bookkeeping firms to provide them, and any employees they may have authorized, access to your company data.

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.

 


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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