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Add and manage users

by Intuit•45• Updated 2 weeks ago

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, customise each role, and provide individual permissions for specific tasks.

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.

Note: If you’re having issues inviting an account, learn how to add to or remove your accountant.

Step 1: Invite your new user

  1. Go to Settings âš™ and select Manage users.
  2. Select Add user, then enter the user’s First name, Last name, and Email.
  3. Select the Roles â–Ľ dropdown then select the role you want to assign to the user.
  4. Review the features this role gives access to. You can expand each section.
  5. 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.
  6. 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.

Before you start

Here's how to get into it:

  1. Go to Settings âš™ and select Manage users.
  2. Find the user you want to edit. Then select Edit in the Action column.
    • You can change the user role from the Roles â–Ľ dropdown. 
  3. Select the Account management settings you want to manage. 
  4. Select Save changes.
  5. Ask the user to sign out and sign in again into QuickBooks Online to see the updates. If you have QuickBooks Online Advanced, here's how to manage user access.

When you delete a user it’s permanent. But you can still view their history in the audit log.

  1. Go to Settings ⚙ and select Manage users.
  2. Select the ellipsis icon on the user you want to delete, then select Delete.
  3. Select Delete user from the pop-up window to confirm.

Note: If the user you are trying to delete is an Admin user, ensure you have also removed their payroll access.

  1. Go to Settings ⚙ and select Manage users.
  2. Select the Accountants tab.
  3. Find the Accountant's name, then select Delete from the Action column.
  4. Select Delete again from the pop-up window to confirm.

Sometimes invitations can get misplaced. First, have the user check their junk folder. If the invitation isn't in their junk folder, get them to add Intuit's service email addresses to their email's list of accepted senders.

It depends on your subscription. For more information on user limits, see How many users can I set up?

Yes, invitations expire after 48 hours.

We can fix this! Don't resend the invitation if it has expired. Instead, delete the user and add them again. When you add the user again, a new invitation will be sent.

Follow the steps in this article to delete the user, then add them again.

QuickBooks Online uses the browser cache and cookies to run faster. Sometimes, these can also block web pages from loading. If you're experiencing issues when you add a user, clear your cache and cookies.

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