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KFN
Level 1

How do I add a team member to my firm and grant them limited access to a client's books?

If I add a new team member to my Accounting Firm with very limited access and want to grant them access to a particular client, is it possible to limit their access within a client's books? or is full access the only option?

1 Comment 1
Angelyn_T
QuickBooks Team

How do I add a team member to my firm and grant them limited access to a client's books?

Hi there, @KFN. I can give you insights about adding team members in QuickBooks Online Accountant (QBOA).

 

You can modify your team members' access to your firm's administration and books. You can also assign a specific client for them. However, giving limited access to the client's file is currently unavailable. From the Specify client access page, you can select the clients you want your team member to have admin permissions.

 

For more tips about managing an accounting team in QBOA, you can open this article: Add and manage your accounting team in QuickBooks Online Accountant.

 

Also, here's how you can update user permissions for firm info and clients companies: Change your team's admin access in QuickBooks Online Accountant.

 

Let me know if you have any other questions while adding team members. I'll be here to help. Keep safe!

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