QuickBooks Advanced Multi-User Access to Third-Party Apps

In QuickBooks Advanced, we now offer users the ability to enable multi-user access to third-party apps connected to the company, such as Fathom.

Key Benefits

• More user customization
• More control over who can access the app features in your company
• Easily enable access to Third-Party Apps (bundled with QuickBooks) within QuickBooks Online Advanced

How do I enable other users to access to third-party apps?
Enabling other QuickBooks users for access to third-party apps you have connected to your company is a three (3) step process:

Step 1: Admin User enables access in User Settings
Step 2: User requests access to the third-party app
Step 3: Admin User assigns user role in third-party app

Granting Accessing to Smart Reporting (Fathom)

Step 1

1. Login to your QuickBooks Advanced company
2. Select the Gear in the top right-hand corner of the menu bar
3. Select Manage Users under the Your Company section
4. Locate the user you wish to provide access to and select the Edit link in the Action column
5. On the Edit User Settings page, select the Change link located next to the 3rd party app access section
6. Select which apps you wish this user to have access to by placing a check in the box next to each app feature.
7. Select Next
8. You will be directed back to the Edit User Settings page, where you will see each app the particular user has access to listed under the ...3rd party app access section
9. Select Save
10. Now have the QuickBooks user, complete the set of steps below (Step 2) to request access to Smart Reporting powered by Fathom.

Step 2

1. Login to your QuickBooks Advanced company
2. Select Reports
3. Select Open Smart reporting powered by Fathom under the Smart reporting section
4. You will be prompted to authorize your access to use the Fathom app, select Authorize
5. Next, you are asked to enter in your email address associated with your QuickBooks Online user. (this may auto-fill)
6. Select Next step
7. You will receive an email from Fathom with a One-Time Code to validate your email address on the account. Enter in the Verification Code
8. Select Next step
9. You will then be prompted to enter in your First and Last Name, create a password for the Fathom account, and agree to the Terms and Service. Select Create Account.
10. An Access Request Email will then be sent to the QuickBooks Admin User who initially invited you to have access to Smart Reporting powered by Fathom.
11. Now have the QuickBooks Admin user, complete the set of steps below (Step 3) to complete the new user role setup in the Fathom platform.

Step 3

1. Access the Access Request Email sent to you by Fathom, select Share access to My Company
2. Login to your Fathom account
3. You will be directed to the new user’s People page
4. Select a user role for the new user
5. Select Send Invitation
6. The new user is now able to access Smart Reporting powered by Fathom within QuickBooks Online

Important Information

• Only the Admin QuickBooks User who connected the app will be able to grant access to the app’s features
• This feature is only available for Fathom within QuickBooks Advanced (at this time)
• For Fathom: Smart Reporting will only be accessible through the Reports tab for enabled users. Non-Admin users will not have access to launch the Fathom app from the Apps Tab.