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Everything you need to know about banking in QuickBooks Online - Discover more
GregWlodarczyk
Level 1

I want to authorise Online QB to accounts, and have SE QB blocking the transition as “accounts already have permission. Add accounts without permission”.

 
1 REPLY 1
JoesemM
Moderator

I want to authorise Online QB to accounts, and have SE QB blocking the transition as “accounts already have permission. Add accounts without permission”.

Hello there, @GregWlodarczyk.

 

Thanks for joining us here in the Community. I'm here to help get this taken care of, but I have some questions about your concern first.

 

Are you trying to add and manage users in QuickBooks? If so, you can manage their roles limit their access to specific tasks, and choose what users can see and do within different areas of QuickBooks like customers, sales or suppliers, and purchases.

 

To manage user role permission in QuickBooks, here's how:

 

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Click the Gear icon⚙.
  3. Select Manage users.
  4. Find the user you want to edit. Then select Edit in the Action column.
  5. In the User Type drop-down ▼ menu, choose the new user type.
  6. Select the user settings, if applicable.
  7. Hit Save.
  8. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

 

Certain users don't count towards your user limit, as the Reports only or Time tracker roles. In case you need to edit user permission, you'll have to delete and add them again with the correct role.

 

For more details, you can check out this article: Add and manage users in QuickBooks Online.

 

However, if you're trying to add accounts in QuickBooks. The default accounts in the COA will depend on what business field you've set up in QBO. 

 

To add accounts in the COA, please follow the steps listed below. 

 

  1. Go to the Accounting tab located on the lower left side. 
  2. Select Chart of Accounts, then click New
  3. Complete the Account TypeDetailed Type, and Name
  4. Choose when you want to start tracking your finances.
  5. Hit Save and close

 

For a more detailed guide, please visit this article: Add an account to your chart of accounts.

 

You also have an option to create a sub-account on your parent account. This way, you can keep your COA organized and make more detailed reports. 

 

Additionally, you can browse through these articles. These links guide you on how to add account numbers, activate or deactivate online accounts, and different options for user roles and access permissions.

 

 

If you meant something else, I'd appreciate any extra details you have so I can provide the steps to move forward. Looking forward to your reply. Enjoy the rest of the day.

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