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lesley14
Level 1

Hello, I have a 5 user limit, but apparently I can add another user for read-only access. How can I do this? The save button for when I am trying to add a new user is not

 
1 Comment 1
JamesTao
QuickBooks Team

Hello, I have a 5 user limit, but apparently I can add another user for read-only access. How can I do this? The save button for when I am trying to add a new user is not

Hi lesley14,

 

I'm happy your business is expanding and I'm also excited that we're growing together! Don't worry, I'll show you how to add another non-billable user to your account. Managing users has never been easier with QuickBooks Online and based on what you've described, I see you're using QBO Plus. With the Plus subscription, you can add 5 billable users and 2 accountant users. The billable users count towards your limit, however, you can add any one of the following non-billable user which don't count towards your limit: 

 

Reports only user (only available in QuickBooks Online Plus)

They can see all reports except the Audit log (reports that show payroll or contact info). They can create custom reports and add report groups, but they can't view the actual transactions. They can't see reports that show contact info.

 

Time tracking only user

You can invite employees or suppliers as time tracking only users. They can only enter their own time sheets. Their only access is to see time sheets and time reports.

 

Take payments only user

If you have GoPayment, you can set up a user to only take payments. They won't have access to QuickBooks Online itself, but they can take payments with GoPayment.

 

Now that you know a little more about user types, here's how you can an additional user: 

  1. Select Settings ⚙, then Manage users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  2. Select Add user.
  3. Select the user type you want to create.  More options will appear on the screen depending on the user type you select.
  4. Enter your new user’s name and email address, then select Save.

I encourage you to check out the following article for helpful info on: 

There you go! You now know how to add a non-billable user on your account. Feel free to let me know if you need anything else in the comments below. I got your back. ​​​​​​​

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