cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How many users can I add to see Reports only in QBO Essentials?

 
2 Comments
Content Leader

Re: How many users can I add to see Reports only in QBO Essentials?

Hi there, daycarnauba1.

 

I appreciate you posting your question here in the Community. I'd like to provide some info on adding users in QBO Essentials.

 

The Essentials version allows for a total of three account users. There are just a few steps to get them set up. Here's how:


1. Click the Gear icon in the top right corner.

2. Select Manage Users.

3. Choose the green Add user button.

4. Select the user access rights.

5. Click Next.

6. Enter the individual's name and email, then choose Save.

 

The new user will need to accept the emailed invitation to become active on the account. At this time, adding a Reports Only type user is only available in the Plus version of QBO. I'll be sure to pass your feedback along to the Product Development Team to let them know you'd like to have this option in Essentials.

 

This article provides additional information on user types and permissions: https://quickbooks.intuit.com/community/Help-Articles/Understanding-user-types-and-permissions/m-p/1....

 

Keep up the great work and please let me know if you have any other questions.

Established Community Backer ***

Re: How many users can I add to see Reports only in QBO Essentials?

It says: 

"Reports only (read-only access). These users have read-only access to all reports (except Audit Log and Payroll Reports). They can create a group of reports, memorize a report, and drill down as far as transaction reports. They don't have the ability to view the actual transaction. This user is only available in QuickBooks Online Plus."

 

at

https://quickbooks.intuit.com/community/Help-Articles/Understanding-user-types-and-permissions/m-p/1...

 

Need to get in touch?

Contact us