How to invite team members | Get started tutorial

How to invite team members

QuickBooks Online (QBO) lets you add users who help with your company's bookkeeping. You can give each user certain permissions to do specific tasks.

Before you start:
All you need is your team members email address.
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Benefits include

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Adding users

to help with your company’s operations and bookkeeping

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Customising each role

and providing individual permissions for specific tasks

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Managing users and permissions

easily at the click of a button

Step-by-step guide

Step 1

  • Select Settings ⚙, then Manage users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  • Select Add user.
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Step 2

  • Select the user type you want to create and click Next.
  • More options will appear on the screen depending on the user type you select.
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Step 3

  • If you select a Standard user you will then choose access rights.
  • You can select access to all, none, or limited.
  • Depending on what you choose, you will see the access rights update on the right hand side of the screen.
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Step 4

  • If you selected access rights to all or limited, your next step will involve selecting User settings.
  • This includes enabling this user to add or edit users, edit company info and manage the QuickBooks Online subscription.
  • One you’ve chosen, click Next.
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Step 5

  • Add in the new user's name and email address.
  • This will send an email to the new user. All they need to do is open the email and click the Let’s go! button. The final step is for them to sign in.
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Related Resources

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What to do if you reach your user limit?

Here’s how to view and manage your user limits.

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How to delete a user

You can permanently delete users. Here’s how.

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Add and manage customers

Learn how to add, edit, delete, or merge different customer databases in QuickBooks Online.

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