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 […]

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 […]

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 […]

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