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Add and manage your accounting team in QuickBooks Online Accountant

SOLVEDby QuickBooks180Updated 1 month ago

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 full name and email address.
  5. In the Roles section, select the dropdown ▼ to choose a default or custom role.
  6. (Optional) To grant or deny more granular access to firm features, select an option, such as Sales, Expense, Inventory, or Payroll to expand access controls. 
  7. Check or uncheck View, Create, Edit, and Delete capabilities as needed.
  8. In the Access to clients section, select Edit client access.
  9. Check or uncheck the boxes next to client names to grant or deny bookkeeping access for this team member.
  10. When you're done, select Send invitation.

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 Users 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 Users tab.
  4. Find the user you want to delete. Then select the arrow icon ▼ in the Action column.
  5. Select Delete.
  6. In the confirmation window, select Delete again.

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