Learn how to add, manage, or delete user profiles in QuickBooks Online.
You can add users to help with your company's operations and bookkeeping, and customise each role, and provide individual permissions for specific tasks. You can also give your accountant access to review your QuickBooks company.
Note: Only users with the right permissions can manage user profiles in QuickBooks Online. If you need to, here's how to change the primary admin for your company.
Before you start
It’s important to note that your subscription level determines how many users you can add, and only users with the correct permissions can manage other user profiles. More information on these will be given in the next sections.
Add a user to QuickBooks Online
Step 1: Invite your new user
- Go to Settings ⚙ and select Manage users.
- Select Add user, then enter the user’s First name, Last name, and Email.
- Select the Roles ▼ dropdown then select the role you want to assign to the user.
- Review the features this role gives access to. You can expand each section.
- Select the Account management settings you want to manage (if applicable for the chosen role).
Note: If you select View all permissions,you’ll be able to review the list of features the user will not have access to. - Select Send invitation.
Step 2: Have your user accept the invite
New users receive an invite to join the company. Ask them to select the link in the email. They can create a new Intuit Account or just sign in if they already have one.
Manage user types and permissions
Before you start
Here's how to get into it:
- Go to Settings ⚙ and select Manage users.
- Find the user you want to edit. Then select Edit in the Action column.
- You can change the user role from the Roles ▼ dropdown.
- Select the Account management settings you want to manage
- Select Save.
- Ask the user to sign out and sign in again into QuickBooks Online to see the updates.