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Level 1

How do I share with multiple users

2 Comments 2
Fiat Lux - ASIA
Level 15

How do I share with multiple users

Which QB Online plan do you have? Simple Start or higher?

QuickBooks Team

How do I share with multiple users

Hi there, @mcg-scopes-gmail.


Thanks for asking the Community today. You can add a user to QuickBooks Online and manage their roles by limiting their access to specific tasks. 


Here's how: 


  1. Go to the Settings menu, then select Manage Users.
  2. Select Add user, then select a user type
  3. Click Next, then select the access rights for the user. Then, select Next.
  4. Select the user settings, if applicable, then select Next.
  5. Enter the user’s name and email address, then select Save.


You also want to decide what users can view and do within different areas of QuickBooks like customers and sales or vendors and purchases. See this article: Add a user in QuickBooks Online.


Additionally, see this article to get more ideas about the different options for user roles and access permissions in QBO. 


Come again should you have additional concerns. I'll be around to guide you some more. 

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