Manage Users - Accounting Firms

magerse · ‎October 25, 2021

Hello QB Community!

I have QBO and I have a new bookkeeper whom I don't know and lives overseas. He has requested to have Admin level usage opposed to Standard user, and my board denied that request as he will have too much access to potential $$.

If I add him as an "Accounting firm" doe that give him access too?

Of course my principle concern is all of a sudden he has access to funds in some strange way and I did not know it! I would be in BIG BIG BIG trouble!!! HUGE!!!

Thank you!! Eric

Fiat Lux - ASIA · ‎October 25, 2021

You may ask them to access your account as Accountant by using QBO US Accountant version. Then you may consider the following options:

1. Disconnect your bank feeds and only import bank transactions manually

2. If your bookkeeper is responsible for recording Billing transactions, open a separate Melio account to take advantage of the bill payment approval feature.

https://melio.grsm.io/quickbooks

View solution in original post

Fiat Lux - ASIA · ‎October 25, 2021

You may ask them to access your account as Accountant by using QBO US Accountant version. Then you may consider the following options:

1. Disconnect your bank feeds and only import bank transactions manually

2. If your bookkeeper is responsible for recording Billing transactions, open a separate Melio account to take advantage of the bill payment approval feature.

https://melio.grsm.io/quickbooks

Topics

Training

Community

Resources

Manage Users - Accounting Firms

Manage Users - Accounting Firms

Manage Users - Accounting Firms

Need to get in touch?