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kriffey61
Level 1

How do I authorize the new Account Manager?

As past Account Manager I have now retired. How do I enter on line the name and details for the new Account Manager?
1 Comment 1
AlcaeusF
Moderator

How do I authorize the new Account Manager?

Hello @kriffey61,

 

Welcome to the Community. I can show you how to authorize a new user in QuickBooks Online.

 

You can add the new Account Manager as a user to access QuickBooks. I recommend assigning your preferred user type depending on which areas you want him to handle.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Manage users under Your Company
  3. Press Add user.
  4. Choose the user type for the account manager, then hit Next
  5. Follow the instructions until finish.

 

I've also attached an article you can use to remove existing users in QuickBooks: Add and manage users in QuickBooks Online.

 

Hit that Reply button if you have additional questions regarding adding users or managing permissions. Have a great day ahead.

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