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magerse
Level 2

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

 
18 Comments 18
Fiat Lux - ASIA
Level 15

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Do you hire a 3rd party bookkeeping company?

magerse
Level 2

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

HI!  thank you for the reply!  Yes, and he lives out of the country...   I don't "know" him exactly you know?  I would hate to have our financial security in jeopardy!  Thank you, Eric 

MorganB
Content Leader

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Good morning, magerse.

 

Thanks for taking the time to reach out for support here in the Community. I'd be glad to show you how to set up the new bookkeeper in your QuickBooks Online account. 

 

Here are the steps to get them setup as an account user:

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Select Settings ⚙
  3. Choose Manage users.
  4. Click Add user.
  5. Select a user type. Then select Next.
  6. Select the access rights for the user. Then choose Next.
  7. Choose the user settings, if applicable. Then click Next.
  8. Enter the user’s name and email address. Click Save when you're finished.

The following linked article provides additional info on this process: Add and manage users in QuickBooks Online

 

Lastly, this link explains each user role and access right in QuickBooks Online. I recommend one of the Limited Accesses or Custom User if you have an Advanced account.

 

Please don't hesitate to reach back out if you have any other questions. I and the rest of the Community will be here to help.

magerse
Level 2

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Thank you so much MorganB!!!    

Fiat Lux - ASIA
Level 15

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

@magerse 

Ask "him" to have QBO US Accountant account to access your QBO account. I wouldn't recommend you run the bank feeds and you (or him) should import the data manually. Last consideration, open a separate Melio account for free to manage your bill payments and utilize the authorization feature. 

https://melio.grsm.io/quickbooks

 

MorganB
Content Leader

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

You're very welcome, magerse!

 

Fiat Lux - ASIA is a QuickBooks wiz as well so you're in great hands. 

 

I'll be here if you have any other questions. Take care!

magerse
Level 2

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Great ideas thank you so much Fiat Lux!! 

 

garyeskow
Level 1

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Morgan...can you confirm that you have faith that fiat lux asia is a legitimate third party vendor? I've heard horror stories. Thank you, Gary Eskow

garyeskow
Level 1

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Morgan, can you confirm that Fiat Lux Asia is a legitimate third party vendor? I've heard horror stories, but not about them. Thank you, Gary Eskow

Fiat Lux - ASIA
Level 15

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.


@garyeskow wrote:

Morgan, can you confirm that Fiat Lux Asia is a legitimate third party vendor? I've heard horror stories, but not about them. Thank you, Gary Eskow


 

@garyeskow 

Any specific concern with us? 8)

I noticed about your posting regarding QBD Mac 2016 earlier. 

garyeskow
Level 1

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

No!!! It's just my lack of information.

garyeskow
Level 1

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

I am so sorry that I questioned fiat lux-asia. They provided me a link to a copy of a 2019 demo that works with High Sierra and are helping me secure a permanent license.

MonicaM3
Moderator

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Hi @garyeskow.

 

I completely appreciate your wariness. The security of your information is a top priority. In public forums such as the QuickBooks Community it's important to keep an eye out.

 

Having said that, I'd like to assure you that we monitor and moderate this Community forum diligently. When you post a question and receive an answer, one of the key indicators to look at is the responders Level number.

 

Here you can see that Fiat Lux - Asia is a Level 15 which indicates that they have spent a great deal of time in the Community answering questions and providing help for many QuickBooks users.

 

We always appreciate any feedback and want to make sure that this forum is a safe and helpful place to get the answers you are looking for.

 

Please don't hesitate to drop in any time you have a question. We're all happy to help when you need us.

 

Have a great day!

garyeskow
Level 1

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

So, purchasing a copy of Quickbooks 2019 from Fiat Lux-Asia is safe, right?

Fiat Lux - ASIA
Level 15

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

@garyeskow 

Yes for sure 8))

garyeskow
Level 1

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Thanks for responding, Lux! I'm just trying to confirm that you are able to purchase a copy from intuit!!!! Ready to go.

garyeskow
Level 1

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

Thanks for all your help, Monica. I was able to order a copy of QB Pro 2019 from F. Lux after making sure that the trial versions worked on both of my computers. Gary E.

MonicaM3
Moderator

Hi - I have a new bookkeeper. I want to ensure they have proper access but of course not access to $$.

.

Happy to hear it all worked out @garyeskow.

 

Feel free to reach out any time we can be of help or answer any questions. Our Community doors are always open!

 

 

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