Manage custom roles in QuickBooks Online Accountant

1. Sign in to QuickBooks Online Accountant.
   Tip: Learn more about access levels for your accounting team.
2. Go to Team, then select Roles. 
3. Select Access to clients to create a new role for accessing clients’ books, or select Access to firm to create a new role for accessing the firm’s books.
4. Select Add role.
5. Name the role and add a description (optional).
6. Select one or more of the following options to setup access:
   • Sales
   • Expenses
   • Inventory
   • Lists
   • Bookkeeping
   • Accounting
   • Budgets
   • Payroll
   • Reports
   • Account management
   • E-filing
7. Select or uncheck View, Create, Edit, and Delete as needed.
8. Select Save role.

Note: If you selected Access to firm, you can add a user from the message that appears after you create a role.

1. Select Add User.
2. Enter the user’s name, and email address.
3. Select Add user.

Edit a role

1. Go to Team.
2. Select Roles.
3. Select Access to clients or Access to firm.
4. Find the role, then select Edit.
5. Select Edit.
6. Make changes as needed.
7. Select Save Role.

Deactivate a role

1. Go to Team.
2. Select Roles.
3. Select Access to clients or Access to firm.
4. Find the role, then select the icon.
5. Select Deactivate, then select Deactivate again.

Note: You can delete a role or restore a deactivated role.

• To delete the role completely, find the role, then select Delete. This action can’t be undone.
• To restore a deactivated role, find the role, select theicon, then select Reactivate.

After you create a custom role, you can edit your team members to assign them to it.