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How to give client access

How to give a client access?  I purchased the 5 for $5

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Best answer 09-09-2019

Accepted Solutions
Moderator

Thank you for posting, oatescpa, I'm here to help you wit...

Thank you for posting, oatescpa,

I'm here to help you with giving an access to your client.

In order to give your client an access, you'll need to add your client as a new user. To add a new user, you must be the Master Administrator or the Company Administrator.

Here's how:

  1. Click the Gear Icon at the upper right corner.
  2. Manage Users.
  3. Click the New button to the right.
  4. Select which type of user you'd like them to be and follow the corresponding steps:
    • Regular or custom user and click Next
      1. Select what access rights you'd like them to have, click Next. 
      2. Set the user's admin rights, click Next.
      3. Enter the new user's e-mail address and name, click Next and then Finish. 
    • Company administrator and click Next:
      1. ​​Enter the new user's e-mail address and name, click Next and then Finish
    • Reports only and click Next (Available in QuickBooks Online Plus only):
      1. ​​Enter the new user's e-mail address and name, click Next and then Finish
    • Time tracking and click Next (Available in QuickBooks Online Plus only):
  1. Select the Employee or Vendor/Supplier name that you're inviting to fill out their timesheet.
  2. Enter the new user's e-mail address and name. Click Next, and then Finish.
For your reference, check this article: User management - Add, delete, or change a user's access

Keep me posted if you have additional questions.

View solution in original post

1 Comment
Moderator

Thank you for posting, oatescpa, I'm here to help you wit...

Thank you for posting, oatescpa,

I'm here to help you with giving an access to your client.

In order to give your client an access, you'll need to add your client as a new user. To add a new user, you must be the Master Administrator or the Company Administrator.

Here's how:

  1. Click the Gear Icon at the upper right corner.
  2. Manage Users.
  3. Click the New button to the right.
  4. Select which type of user you'd like them to be and follow the corresponding steps:
    • Regular or custom user and click Next
      1. Select what access rights you'd like them to have, click Next. 
      2. Set the user's admin rights, click Next.
      3. Enter the new user's e-mail address and name, click Next and then Finish. 
    • Company administrator and click Next:
      1. ​​Enter the new user's e-mail address and name, click Next and then Finish
    • Reports only and click Next (Available in QuickBooks Online Plus only):
      1. ​​Enter the new user's e-mail address and name, click Next and then Finish
    • Time tracking and click Next (Available in QuickBooks Online Plus only):
  1. Select the Employee or Vendor/Supplier name that you're inviting to fill out their timesheet.
  2. Enter the new user's e-mail address and name. Click Next, and then Finish.
For your reference, check this article: User management - Add, delete, or change a user's access

Keep me posted if you have additional questions.

View solution in original post

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