Change your team's admin access in QuickBooks Online Accountant

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

Firm admins decide what their team can see and do in QuickBooks. This includes access to firm info and admin tasks. You can also decide who gets access to your clients' books. Here's how to change permissions so each team member has the access they need for their role.

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

• 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. Select the Firm Administration and Books tab.
5. In the Access dropdown, select an access level. You can also select specific permissions from the dropdowns in the Access column. 
   Tip: Hover over each item to see details for each permission.
6. When you’re done, select Save.

Change your team's access to 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. Select the Client Access tab.
5. Select the clients the team member can do bookkeeping for.
6. Select Save.

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 multiple team members to one client

Here's how to change access for multiple team members at once:

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to the Clients menu.
3. Find your client and select Edit client in the Action column.
4. In the Team access section, select + Show all team members.
5. Select the team members who need access.
6. Select Save.

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.