Enter your new user’s name and email address, then select the Save button.
Seeing a user limit?
If you see a user limit message, it’s because QuickBooks Online has a maximum number of users depending on your subscription. Learn about limits and what you can do to add a user.
Step 2: Have your user accept the invite
Your new user will quickly get an email from email@example.com. It has your business’s name and a message that includes “Ready to get started? Let's go!”
Have your new user select the “Let’s go!” link in the email, which takes them to a sign in or account creation page. They need to sign in or enter info to create a new account.
Note: If your user sees a sign-in page and isn't sure why, it’s because their email address is already used with an Intuit account. This could be for a different product, like TurboTax. It’s fine for them to sign in with that email address if it’s theirs. If they’re not sure how, they can select “I forgot my user ID or password” at the bottom of the screen.
From the Gear icon, select Manage Users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
Find the user you want to edit, and select Edit the Action column.
In the window that appears, choose the User type drop-down menu. Select the user type you want them to be.
More options will appear on the screen depending on the user type you select.
When you’re finished, select the Save button. Ask the user to sign out and then sign in to see the change.
Note: There are some types of users you can't change into a different type. For example, you can’t change a time tracking user into a standard user. In these cases, delete the user, then add them again as a new user. To change the master admin, see how to change your QuickBooks Online master admin user.