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How can my team member access the QuickBooks? I invite my teammate to use QuickBooks. My teammate gets the invitation email, but it needs to type the password.

 
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QuickBooks Team

How can my team member access the QuickBooks? I invite my teammate to use QuickBooks. My teammate gets the invitation email, but it needs to type the password.

They need to set up their own login credentials, yaowang.

 

When they accept the invitation email, they'll be prompted to enter a password. This process is still part of setting up their access. That password is their own password and will be their permanent password. Though, they can still reset it.

 

The email you used when inviting them will be their User ID. Once they click the Sign in button, they confirm that the credential they enter is correct. Everytime they log in to your account, they have to use their own login credentials. I've added this article as your guide in adding, deleting or changing user access. I also have a link so you can see the user types in QuickBooks Online.

 

Comment below if you need more help with this. Wishing you all the best!

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Level 1

How can my team member access the QuickBooks? I invite my teammate to use QuickBooks. My teammate gets the invitation email, but it needs to type the password.

When my team member logs in, created PW, and then it asks TM to create an account?? What type of account would they create? They would not be a self-employed or accountant correct??? What option should the TM use? 

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QuickBooks Team

How can my team member access the QuickBooks? I invite my teammate to use QuickBooks. My teammate gets the invitation email, but it needs to type the password.

Hi there, @TamaraA1

 

Thanks for joining this thread. I'd be happy to help sort out inviting users. 

 

In QuickBooks Online, when you send an invitation, a new user will get the email, and once they select "Ready to get started? Let's go!" link in the email, it will take them to a sign in or account creation page. They'll need to sign in or key in the information to create a new account. 

 

For more details with setting up the new users' account, you can refer to this article: Add, delete, or change access.

 

You can also check out this article that has additional information with setting up restrictions for users as well: What are usage limits in QuickBooks Online.

 

Feel free to comment below if you have any more questions. Have a good weekend!

 

 

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