Change your team's admin access in QuickBooks Online Accountant

Learn how to change user permissions for firm info and client companies.

Accountants can manage team members’ access to their clients using roles based access. Manage and customize employee access to the firm’s books with more permissions to decrease the risk of viewing sensitive info. Also restrict actions to specific employees within the firm.

Or, if you need to add, edit, or remove team members, learn how to manage users of your firm.

Here's how to change permissions so each team member has the access they need for their role.

• Change your team's access to firm info
• Change your team's access to clients' books
• Assign multiple team members to one client
• Assign a lead accountant to a client

Change your team's access to firm info

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to the Team menu.
3. Find the team member and select Edit in the Action column.
4. In the Roles section, select the dropdown ▼ to select a pre-defined or a custom role.
5. (Optional) In case of custom roles,
   1. To grant or deny more granular access to firm features, select an option, such as Sales, Expenses, Inventory, or Payroll to expand access controls.
   2. Select or uncheck View, Create, Edit, and Delete capabilities as needed.
6. When you’re done, select Save changes.

See more info about user roles and access in QuickBooks Online and custom firm roles in QuickBooks Online Accountant.

Change your team's access to client's books

You can assign specific roles to any team members and limit what they can do in the client's books.

You can choose the clients each team member can do bookkeeping for:

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to the Team menu.
3. Find the team member and select Edit in the Action column.
4. In the Access to clients section, select Edit client access.
5. Select or uncheck the client names checkboxes to grant or deny bookkeeping access for this team member.
6. Select Save changes.

This gives them full admin access to manage the client's QuickBooks accounting data. If your team member needs more access, here's how to transfer the primary admin role.

Assign a lead accountant to a client

Lead accountants are the primary contact for their clients. Here's how to assign or change lead accountants.

About predefined roles for clients

You can assign team members any role to access any given client's books, regardless of their QuickBooks Online subscription or additional QuickBooks attach offerings they may have Payroll, etc.

Any permissions a role grants a team member beyond what the client's subscriptions include will have no effect.

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