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angelac3
Level 1

How do I change a team member's access on QUickbooks accountant so they can edit the client details on our new licences or can I change their role once they are set up?

My colleague does not have the "Edit client" button when she goes into new licences on our client list.  What is set up incorrectly and how do I put it right?
1 REPLY 1
LouiseG
QuickBooks Team

How do I change a team member's access on QUickbooks accountant so they can edit the client details on our new licences or can I change their role once they are set up?

Welcome to the Community space, @angelac3.

 

To modify your team member's access in QuickBooks Online (QBO) Accountant, you can assign specific roles and limit their actions within the client's books.

 

Here's how you can change their access:
 

  1. Log in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
  2. Navigate to the Team menu, locate the team member, and select Edit from the Action column.
  3. In the Access to clients section, select Edit client access.
  4. Tick or untick the boxes next to client names to grant or deny bookkeeping access for this team member.
  5. Select Save changes.

 

On the other hand, you can edit your team member's role after setting them up.

 

To learn more about managing clients in QBO Accountant, refer to this article: Manage clients in QuickBooks Online Accountant.

 

Feel free to post a reply in this thread for additional information about managing roles in QBO Accountant. I'm always here to help.

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