Let us share some details about adding a new user to your QuickBooks Online (QBO) account, Ryan.
We need to access your QBO account through the web to add a new user, as adding a user in the QBO mobile app is currently unavailable. Here's how:
- Go to the Gear icon and choose Manage users.
- Click Add user, then enter the user’s name and email address. Special characters are not permitted in the user's name, except for a period. In the name email field, both a period and the "@" symbol are allowed.
- Tap the Roles dropdown and select the role you want to assign to the user.
- Review the features this role gives access to.
- Select the Account management settings you want to manage (if applicable for the chosen role).
- Press the Send invitation tab.
New users are sent an invitation to join the company, and you can ask them to click the 'Let’s go!' button link in the email to accept the invitation. They can create a new Intuit account or log in if they already have one. For more details about this one, check out this article: Add and manage users in QuickBooks Online.
You can explore the various options for user roles and access permissions in this article: User roles and access rights.
To give you a quick overview of what you can do with the app, refer to this article: QuickBooks Online app overview.
If there's anything else that we can help you with managing users or QuickBooks-related concerns, revisit this thread.
