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densheff
Level 1

How do I add a mange user?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

How do I add a mange user?

It’s great to see you in the Community, densheff.


Allow me to assist in adding a user to your company. Let’s go to the Manage Users page to accomplish this task. It only takes a couple of minutes to get there.


In QBO, you can setup a master or company admin, standard user, and invite an account to the company.  The steps I’m sharing is for a Standard User.

 

  1. Go to the Gear icon at the top and choose Manage users under Your Company.
  2. Press the Add user button in the upper right to access the Select user type section.
    standard user.png
  3. From there, choose Standard User and hit Next to continue.
    standard user1.png
  4. This will display a list of tasks your employees can and can’t do in QBO.
    standard user2.png
  5. Hit Next and follow the on-screen instructions to complete the invitation and press the Next button.
  6. Enter the user’s personal information and tap the Save button.
    standard user3.png
  7. Inform the employee to check the email and click on the Let’s go link to accept the invitation.

However, if you want to add a different user type, the steps are similar and more options will appear on the screen depending on the level of access you choose.


The following articles outline the complete list of user types and tasks they can and can’t do. Also, you’ll see the number of employees you can add for each QBO version.

 

Keep me posted if you need some help getting your workers added into QBO. I’ll be glad to assist further. Have a great rest of the day.
 

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