Limited time only. 90% off QuickBooks for 6 months.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
shafraz
Level 1

I’m unable to add a user to my own practice, even though I have a QuickBooks Online Accountant account.

I’m unable to add a user to my own practice, even though I have a QuickBooks Online Accountant account. I’m trying to add a user who can enter expenses, but I only see the option to add users to client files, not to my practice itself.

1 Comment 1
KenoLee_P
QuickBooks Team

I’m unable to add a user to my own practice, even though I have a QuickBooks Online Accountant account.

Welcome to the QuickBooks Community, shafraz. Thank you for sharing the details about your concern. Rest assured, we're here to assist you. You can add a user who can enter and manage expenses within your own practice by using the Team tab under YOUR PRACTICE. 

 

Here's how:

 

  1. On the left sidebar, click the YOUR PRACTICE dropdown and select Team.
  2. Click Add user.
  3. Enter the user's First name, Last name, and Email address in the required fields.
  4. Under Assign roles, select Standard limited suppliers only. This role provides access to supplier-related tasks, including entering and managing expenses.
  5. Click Send Invite to send an invitation email to the user.

 

QuickBooks Online Accountant does not include an Expense Manager role. Instead, the Standard limited suppliers only role provides similar permissions. This role allows users to work with suppliers and enter/manage expenses without access to other areas like payroll or admin settings.

 

The user will need to accept the email invitation to gain access to your practice file. Once they've accepted, their permissions will be applied based on the assigned role.

 

Ensure your QBOA subscription type allows multi-user access with team management. Some features may vary by plan. You can check this under Billing & Subscription.

 

If you have any additional questions about managing users or anything else in QuickBooks Online Accountant, feel free to leave a comment below. We're here to help.

Need to get in touch?

Contact us