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Intuit

Change a team member’s access to your firm or clients

Learn how to change a team member’s access to your firm or client’s company in QuickBooks Online Accountant.

As an admin, you control what other team members can see and do for your firm, and which clients they can manage the books for. We’ll show you how to change these permissions so each team member has just the access they need for their role.

Or, if you need to add team members or make them inactive, learn how to manage users of your firm.

Change a team member’s access to your firm

To change what a team member can see and do for your firm:

  1. Go to Team.
  2. Find the name of the team member, then select Edit.
  3. Select the Firm Administration and Books tab.Firms
  4. For each part of managing your firm, select the access you want the team member to have from the dropdown. You can see all the details of what they’ll be able to do by hovering over an item (such as Customers and accounts receivable).
    Tip: For a shortcut, use the Access dropdown to select a predefined set of permissions.
    • Full: Lets the team member manage all aspects of your firm. This includes the ability to edit your team’s info, members, billing, books, and client list.
    • Basic: Lets the team member only view info about the firm, with no ability to view or manage other aspects of the firm.
  5. When you’re done with your changes, select Save.

Change a team member’s access to your clients

You can choose the specific clients a team member has access to. Giving them access to a client means they have full (admin) permissions to manage the client’s QuickBooks.

  1. Go to Team.
  2. Find the name of the team member, then select Edit.
  3. Select the Client Access tab.
  4. Select the clients you want this team member to access.
  5. Select Save.

Change access to a client for multiple team members

Want to change access to a client for multiple team members all at once? Here’s a way to do that from the client’s QuickBooks:

  1. Go to Clients.
  2. Find your client, then select Edit client.
  3. In the Team access section, select +Show all team members.
  4. Select the team member you want to grant or remove access.
  5. Select Save.

 

Change a client’s lead accountant

A lead accountant is the primary contact of a client to your firm. If your client’s company needs a new lead accountant, here’s how to assign a new one.

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