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1 reply

MichelleBh
Level 8
January 17, 2023

@jsugrue-ivertec-, I'll help you finish your QuickBooks task. As a result, your user can begin collaborating with you to reduce your workload.

 

They will be prompted to create a password when users click on the Let's go hyperlink in their invitation email. That said, the user will generate their own password. All you have to do is invite them. Just make sure that their email is new in QuickBooks. 

 

Go as follows: 

 

  1. Go to the Gear icon and select Manage users. 
  2. Click the Add user tab and pick a user type.
  3. Hit Next.
  4. Complete the contact info window and click Save. 

 

After that, let your customer follow the steps below: 

 

  1. Open the invitation email and click Let's go!
  2. Complete the Name, Phone, Password, and Security questions. 
  3. Hit Create Account. 

Check out this article to learn different user permissions: Add and manage users in QuickBooks Online.

 

If there is no option to create an account, it means that the email address is not new to QuickBooks. If they don't remember their password, I'd recommend resetting it. For more details, see this link: Change your email, user ID, or password for QuickBooks Online.

 

In addition, once they accept the invitation, they will have access to your account. You'll want to advise them to log in using this link: Sign In - QuickBooks - Intuit.

 

Furthermore, read this article to learn how many billable users you can add to QuickBooks: Learn about usage limits in QuickBooks Online. 

 

Let me know if you have questions about handling users in QuickBooks. I'm happy to help you. Keep safe.