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alwayshome-mypet
Level 1

How can I manage a user?

I need to resend invite to workforce to new user because theirs expired and they can no longer access it. However, it says I can’t because I need to upgrade to essentials. I don’t think I do because I’ve been able to do everything else before with just the Basic Plan.
1 Comment 1
CharleneMaeF
QuickBooks Team

How can I manage a user?

Hi there, alwayshome.

 

May I know the steps you've performed when adding a user in QuickBooks Online (QBO)? It'll help us determine why you're prompted to upgrade to Essentials.

 

Normally, the system will not ask you to upgrade your subscription when you're inviting an employee to QuickBooks Workforce. However, if you're adding them as a user, you may have reached the maximum limit. It's the reason why you're required to upgrade.

 

When you reach your usage limits and can’t add any more users, there are two options. You can either upgrade your subscription or reduce your usage. 

 

I've added the usage limits of the Simple Start version below for reference:

 

  • Billable users: 1 user.
  • Non-billable users: 2 accountant firm users. Reports-only and time-tracking-only users are not available for this subscription.
  • Classes and locations (combined): Not available for this subscription.
  • Chart of accounts: Maximum of 250 accounts.
  • Tag groups: Maximum of 40 groups.
  • Tags: Maximum of 300.
  • QuickBooks Commerce Accounting: Maximum of 1 sales channel connected.

 

If you want to delete a user, please see the steps below:

 

  1. Go to Settings ⚙, then select Manage users.
    2.PNG
  2. Click the ellipsis icon on the user you want to delete, then hit Delete.
  3. Choose Delete user from the pop-up window to confirm.
    1.PNG

 

Once done, it’ll be permanent, though you can still view their history in the audit log.

 

If you're referring to re-adding your employee to Workforce, I suggest browsing this article for the detailed instructions: Resend or cancel an invitation to QuickBooks Workforce.

 

Let me know if there's anything that I can help you with. I'll be happy to assist you further. Stay safe!

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