Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I am wanting to provide access to our external accountants as "read only", but it according to note at bottom of screen it states:
Your accountant and members of their firm will have admin access to your company data
My understanding is that admin access will allow them to have write access too?
I looked at potentially granting them access as a user instead, QBO only gives the option to set as company admin?
Is there any way I can grant them just "read only" access?
Welcome to the Community, Lynne!
Yes, the read only access feature when adding an accountant is unavailable in the current offering in QBO. In-house accountant users have access to all reports, bookkeeping, and accounting tools, but they cannot access payroll or perform admin tasks such as managing users.
QuickBooks Online (QBO) has the ability to add multiple user types to be able to give different access, limiting each user to what he or she can view and change. With that said, we'll need to add a user in QuickBooks Online to manage their roles and limit their access to specific tasks.
I also personally sent feedback about the option of being able to set users to view specific parts of your company. You can also send one by following these steps:
If you need more help in accomplishing your other QBO tasks, please let me know by adding a comment below. Have a good day!
Hi Sheila
Thanks for your response.
"QuickBooks Online (QBO) has the ability to add multiple user types to be able to give different access, limiting each user to what he or she can view and change. With that said, we'll need to add a user in QuickBooks Online to manage their roles and limit their access to specific tasks."
Whilst I can add another user, I am not able to either add multiple user types nor select anything other than Company admin, which gives them the ability to modify/change everything in the file. There is no option either to manage roles. Perhaps it has something to do with the subscription as we only have the very basic QBO subscription? Either way, I am not able to add a user with read only access either as an accountant or additional user.
Thanks for getting back to us, Lynne.
We can add 2 in-house accountant in every QBO subscription plan. Here's the user limits for each subscription version:
QuickBooks Online Simple Start : 1 billable user + 2 accounting firms
QuickBooks Online Essentials : 2 billable user + 2 accounting firms
QuickBooks Online Plus : 5 billable user + 2 accounting firms
QuickBooks Online Advanced : 25 billable user + 2 accounting firms
Since your plan is the basic or the Simple Start version, you're unable to add another user on file since it is a single user file only. If you need to add a new user, you need to upgrade the subscription to higher tier level.
Here's how you can add an accountant user in your QBO file:
As for the feature you are looking to be able to add read-only access to the accountant in QBO is not yet available at the moment.
Check this link to learn more about: Add accountant users in QuickBooks Online.
Post again in the Community if you have other questions about QuickBooks.
Thanks Sheila.
I understand that I can invite multiple Accountants but not as "read only" access.
As we have simple start QBO, this is a single user file, so no option to add another user and define roles.
So in short, I guess answer is no - we cannot add our Accountant as a user in any way with "read only" access.
Thanks for your assistance.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here