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Change your team's admin access in QuickBooks Online Accountant

by QuickBooks Online Accountant Updated 3 weeks ago

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

  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 default 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, Expense, Stock, 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.

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. In the Access to clients section, select Edit client access.
  5. Check or uncheck the boxes next to client names to grant or deny bookkeeping access for this team member.
  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.

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.

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

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