Who do I give access to my account?

Hi there, Sheldon.

Are you trying to give your employees access to your books in QuickBooks Online? If so, we can invite your new users to help you with managing your business. I'll show you how:

1. Click the Gear icon, then choose Manage Users.
2. Select Add user, then choose the appropriate user type you want to create. 
3. More options will appear on the screen depending on the user type you select.
4. Enter your new user’s name and email address.
5. Click Save when you're done.

Once done, your new users will get an email from us. They'll just have to click the “Let’s go!” link in the email to be routed to the sign-in or account creation page. Then, they need to enter their info to create a new account.

Your accountant can also be your work partner. We can give your accountant access to QuickBooks so it’s easy for you to work together. Here's how: 
 

1. Click the Gear icon, then choose Manage Users.
2. Select Accounting firms.
3. Click Invite.
4. Complete the required fields, then select Save.

After that, your accountant will get an email with instructions on how to access your company.

Do you have questions about the levels of access and the number of users you can on your QuickBooks Online plan? You can read our User Types Guide to learn more about this topic.

You can always find me here if you have any other concerns or follow-up questions. Have a great rest of the weekend.