adding a Bookkeeper and setting limits

Good day to you, jeffeve65. I understand how important it is to set a limitation for your bookkeeper when inviting them to your QuickBooks Online (QBO) account.

Once you invite an accountant into your QBO account, they'll be able to review your books, make corrections, and collaborate on any issues.

Currently, QBO doesn't have the option to restrict accountant access since the Accountant and Primary Admin have the same level of access. It has the highest level of permissions, and it can manage all users and other admin tasks.

To make sure your funds are safe, you can consider disconnecting your bank feeds and only importing bank transactions manually to prevent them from accessing your real-time bank. However, since you want them to also process your vendor payments and reconcile all of your accounts, you may opt out of doing it. You'll want to keep track of your online banking transactions in the meantime instead.

You might also want to learn more about managing accountant users in QBO. This article will provide you with the following detailed information: Add accountant users in QuickBooks Online.

Please know you can continue to reach me here if you need further assistance in inviting accountants to QBO. Thanks for coming to the Community, wishing you continued success.

What if we have them log in as a user rather than an accountant?

What if I make them a regular user rather than the accountant?

What if i give them a user account rather than accountant level access?

Thank you for getting back to the thread, @jeffeve65.

Allow me to chime in and provide insight about making your accountant a regular user in QuickBooks Online (QBO).

Yes, it's possible to limit your accountant access to have a few features only. Just ensure to remove your accountant access first. However, please note that there are accountant tools that your accountant can't use once your accountant is changed to regular user or standard user with limited access. 

Here's how to remove your accountant:

1. Sign in to QuickBooks Online as a primary admin.
2. Go to Settings, then select Manage Users.
3. Select the Accountants or Accounting Firms tab.
4. Find the accountant you want to remove.
5. From the Action column, select Delete.
6. Select Delete.

I'll add this article to help you add, manage, or delete user profiles in QBO: Add and manage users in QBO.

Don't hesitate to leave a comment below. If you have follow-up questions about making your accountant a regular user or other QBO-related concerns. I will answer them in any possible way.

@jeffeve65 

Don't enable the bank feed feature. Download your QBO files from your financial institutions and ask your bookkeeper to import and reconcile your accounts manually.

You can also signup for a free Melio account to manage and pay your bills. Assign your bookkeeper as the Contributor and use the approval feature.

https://affiliates.meliopayments.com/quickbooks

You can also get $100 cashback to pay the first bill. Make sure to click the Get $100 cashback button to sign up.

https://affiliates.meliopayments.com/cashback