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jrlamothe2015
Level 1

How to provide selected access to person not in the company or company accountant?

 
1 Comment 1
AileneA
Moderator

How to provide selected access to person not in the company or company accountant?

Hello, jrlamothe2015. 

 

QuickBooks Online allows you to specify user access rights to any of your employees. You can use the Regular or Custom user or View only type to limit the access of your employee for selected areas in QuickBooks. 

 

I'd love to walk you through the steps to get users selected access. Here's how: 

 

  1. Go to Gear Icon, then click Manage Users
  2. Click the New button on the right. 
  3. Select the user type you want to grant access. 
  4. Choose Limited, modify the user settings. Click Next
  5. Enter the new user's e-mail address and name, then Save.  

Once done, your assistant will receive an email. Let your assistant, read it, and then click the link that says Click Here

 

I've also added this article to know more about the type of users that you can add: What different types of users can I add to my company? 

 

It'll be always my pleasure to help if you have any other questions. I'll get back to you to ensure you're all set.

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