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Intuit

Add and manage your accounting team in QuickBooks Online Accountant

Learn how to add and edit user info for your accounting firm.

Make sure everyone at your firm can access QuickBooks. Here’s how to add and update info for your team.

Add a new team member

  1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions. Learn more about access levels for your accounting team.
  2. Go to the Team menu.
  3. Select Add user.
  4. Enter your team member's info. Then select Next.
  5. In the Access dropdown, select an access level. Then select Next.
  6. Select the clients you want your team member to have admin permissions for.
  7. When you're done, select Save.

Edit a team member's info

  1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
  2. Go to the Team menu.
  3. Select the Access tab.
  4. Find the team member and select Edit in the Action column.
  5. Make any changes you need.
  6. When you're done, select Save.

Update your team's permissions

Does a team member need access to a specific client? Do they need to take on more admin tasks?Follow these steps to change your team's access permissions.

Review your team's QuickBooks certifications

  1. Go to the Team menu.
  2. Select the Certifications tab.
  3. Review your team's certifications.

The status of each certification is in the Expiration date column. If the status is Inactive, your team member needs to renew their certification.

Remove a team member

You can make team members inactive so they don't show up in the Team menu. However, you can't completely delete them.

  1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
  2. Go to the Team menu.
  3. Select the Access tab.
  4. Find the team member and select Edit in the Action column.
  5. From the Status ▼ dropdown, select Inactive.
  6. Select Yes to confirm.
  1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
  2. Go to the Team menu.
  3. Select the Access tab.
  4. Select the small gear icon ⚙ at the top of the list.
  5. Select the Include Inactive checkbox.
  6. Find the team inactive member and select Edit in the Action column.
  7. From the Status▼ dropdown, select Active.
  8. Select Yes to confirm.

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