As an accountant, you may need a team to help you manage clients in QuickBooks Online Accountant. Here's how to add and manage team members in QuickBooks Online Accountant:
Step 1: Add a team member
- Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to the Team menu, then select Add user.
- Enter your team member's info, then select Next.
- In the Access dropdown, select an access level. Then select Next. Choose the clients you want your team member to have admin permissions for. When you're done, select Save.
Step 2: Edit a team member
- Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to the Team menu, then select the Access tab.
- Find the team member and select Edit in the Action column. Make any changes you need. When you're done, select Save.
Step 3: Remove a member
- Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to the Team menu, then select the Access tab.
- Find the team member and select Edit in the Action column. From the Status dropdown, choose Inactive. Select Yes to confirm.
By managing your team effectively, you'll make sure everyone on your team can access QuickBooks.
If you encounter any issues while setting up your team, don't hesitate to reach out to our Support team for assistance, ask our Digital Assistant, or check the Support page for immediate answers.
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