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How do I add a user to my account so they have access to everything? They will be helping me with my finances.

 
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How do I add a user to my account so they have access to everything? They will be helping me with my finances.

Hello victoria-bradley,

 

I hope you are having a great weekend so far! I'd love to forward a great article that has a lot of information in regards to users and user permission for QuickBooks Online. It also goes over on how to add them once you decide which user type you feel is best:

 

User types and user permissions in QuickBooks Online
https://quickbooks.intuit.com/learn-support/en-ca/account-settings/user-types-in-quickbooks-online/0...

 

It almost sounds like you are adding a bookkeeper or an accounting professional, in which, in my personal thoughts, it would be best to use either the Admin User or one of your Accountant Users to ensure they have access to everything they need to assist your with your finances.

 

When you are ready to add them we can select Gear - Manage Users. Once here, we will want to ensure we are in the right tab to add our new user as one is reserved for Accountants and the other is where we can add our other users from the article above. To ensure we are in the right tab we are looking for the green bar across the bottom:

 

User Tabs.PNG

 

I hope this helps! I hope you have a great rest of the weekend!

 

Kindest Regards,

Lourdes Fernandez