how to add new user with limited access .. only have option of of User Type -- Time Tracking ?

Great help thank you. 

I believe we have Essentials. 3 users. 

I'm guessing 'user' is the same as 'employee'?  I have found a list of employees. But did also see a list of users, with me as boss (;-]), trouble is have not been able to find it since... any ideas James ? 

If they were to be on as Time Tracking Only,   what restrictions would be in place? 

If not TTO, what other option would you suggest,  that may be appropriate for a junior associate  ?

Ta Much 

Hello there, bacmac15.

I’d be glad to assist with adding a user with limited access. I just need some information to help me get on the same page.

How many users did you see in the Manage User’s page? Are you currently looking at the Employee List?

Which specific option are you unable to find?

I’d appreciate any details you can provide. Thanks in advance.

Thanks for getting back, bacmac15.

In my understanding, your employees can be your QuickBooks users, or vice versa. Thus, some of your employees are also under the Users list.

If you're seeing more than 3 users under the Users list, there's a possibility that they are added as Time tracker users. They can only enter their own time sheets that you use when processing payroll.

Meanwhile, what specific tasks you want your junior associates to do in QuickBooks? Do they do administrative tasks (accessing Chart of Accounts, creating bank deposits, income and expense transactions, and others)?

Any information and screenshots you can provide would be much appreciated. It will help me give a clearer view on this.

Hey Rasa-L,  

3 users, but the last is I think one that helped with initial setup  :  [email address removed], so safe to delete, I believe. 

Employees has both myself and wife twice , a setup glitch i guess .  Also the new employee but I cancelled the email to him , I think !    So am thinking of deleting all but two, then putting in the new employee again. 

Am wanting to know what type of setup is best for one who is only accessing customers, sales receipts, invoices and receive payments.

Cheers. 

Hey JamesD,  

thanks, sounds like Time Tracking is def not what we want !

We are wanting to know what type of setup is best, for one who is only: accessing customers, sales receipts, invoices and receive payments.

Ta much.

Thanks for clarifying the access rights you want to give to your junior associates, bacmac15.

We can grant him a Limited access for Customers only. Let me show you how to do it:

1. Click the Gear icon in the upper-right corner and select Manage Users.

2. Go to the Users tab and click the Add user button. You can click Edit if your junior associate is already a user.

3. Select Standard user as the user type.

4. Click Next and select Limited Customers.

5. Click Next and  set the user settings.

6. Click Next and enter the user's information.

7. Click Save.

You can also use ths article for reference: User Management - Add, Delete, or Change a User's Access.

I'll be around if you need anything else.

hey Team Qb, 

awesome help thank you for your help.  

All looking good now !!  Can now focus on soon coming holiday !  

Ta much, and many blessings. 

That's great, bacmac15!

You can always get back to us if you have concerns regarding QuickBooks. We got your back.

Enjoy the holiday seasons and take care!

I am the ONLY user

I have 3 checking accounts

Can I include them in my simple start account

Thanks for joining in this thread, @c4inc.

The number of users you can add to your QuickBooks Online (QBO) account depends on the plan you subscribe to. 

Since you're using QBO Simple Start, you can only have one billable user and two accounting firms. This means that only the Master admin and two accountants can access this account.

However, you can still upgrade your subscription to more users.

In addition, you can check out this article to know more about the types of users you can add and what they can do in QuickBooks: User types and user permissions in QuickBooks.

If you have any other concerns or questions, just tag my name in the comment section. I'll get back to you as soon as I can. Stay safe.

Having a problem changing my user id  to [user ID removed]

The old user id [user ID removed] need to change it to [user ID removed] the steps are not working 

Hi, @Ewilson456.

I appreciate your patience in taking the time to follow some of the steps provided above. I'm here to share ideas on how you can change your user ID in QuickBooks Online.

First off, ensure you have primary access or consult your administrator if you want to change or manage a user's profile.

To edit your information in QuickBooks Online Accountant, let's use the Intuit Account Manager. 

Here's how:

1. Sign in to Intuit Account Manager. Use your QuickBooks sign-in info.
2. Select the Sign in & security menu.
3. Select the User ID, Email address, or Password section.
4. Make your changes.
5. When done, select Save.

If you are still unable to change the details, contact your administrator for an additional guidance. 

Feel free to read this article for additional information: Change your email, user ID, or password for QuickBooks Online.

Lastly, we can perform the basic troubleshooting steps to help your browser working smoothly. 

I've included this article that assist you how to manage manage users in QuickBooks Online.

It's good to assist you today. Let me know if you still require assistance, I'll be there as soon as possible. Have a pleasant week ahead.