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mcl1107.heartoff
Returning Member

QB is new to our organization; so, pls be patient with our Qs... Firstly, wee need to know how to add Users to this/our account?

As our organization is a Non-Profit, with specific Board of Trustee staff members that need access to all account holdings, we need to know how to add additional users?
1 Comment 1
SheandL
QuickBooks Team

QB is new to our organization; so, pls be patient with our Qs... Firstly, wee need to know how to add Users to this/our account?

I'm glad you've choose QuickBooks Online (QBO) in handling your business ventures, @mcl1107.heartoff. I'm here to help you out in adding users to your account.

 

Please know that when adding users to your QBO account, their number will depend on your subscription plan. Each plan has a specific limit on the total number of users. Afterward, you can go ahead and include them in your account. To do so, here's how:

 

  1. Head to your company's Gear icon, then choose Manage users.
  2. Click Add user, then write their information in the space provided.
  3. From the Roles dropdown, pick the position you want to grant them.
  4. You can review their role description by expanding the View all permissions dropdown. Once done, click Send invitation.

 

You can read this article for reference: Add and manage users in QuickBooks Online.

 

Additionally, you can read this article I'll share about running reports in QBO: Run reports in QuickBooks Online.

 

You can always count on this forum if you need help adding users to your QBO account. I'll be sure to help you out anytime.

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