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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
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