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Intuit
3 helpful votes

Manage users in QuickBooks Online Accountant

Learn how to manage your firm’s team members in QuickBooks Online Accountant.

Need help managing your firm’s team members? We got you covered. Here’s where you can add and edit members, as well as make them active or inactive, as you see fit.

Tip: If you need to access the Team menu but you don’t see the left menu, select the menu icon to open it. You can also access the Team menu by going to Settings ⚙, then Your Team.

Add a new team member

  1. From the left menu, select Team under Your Practice.
  2. Select Add user, then fill up the fields accordingly.
  3. Select Next, then choose the level of access for this member
  4. Select Next, then select which client this member can access.
  5. Select Save.

Edit a team member's info and setting

Here's what you need to do to make changes to your team member's info. If the team member you need to edit is inactive make them active first.

  1. From the left menu, select Team under Your Practice.
  2. Select the team member's name you want to edit.
  3. Make the changes you want, then select Save.

Make team member inactive

You can make team members inactive so they don't show on your list but you can't delete them.

  1. From the left menu, select Team under Your Practice.
  2. Select the team member you want to make inactive.
  3. From the Status ▼ drop-down, select Inactive.
  4. On the confirmation window, select Yes to save changes.

Make an inactive team member active

  1. From the left menu, select Team under Your Practice.
  2. Select Settings ⚙ beside the printer icon.
  3. Select Include Inactive checkbox.
  4. Select the name of the team member you want to make active.
  5. From the Status ▼ drop-down, select Active.
  6. On the confirmation window, select Yes to save changes.

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