How to add and manage users

[0:00] You can add new users to your QuickBooks Online to help with your bookkeeping, including your accountant. You can give users specific roles and permissions so they can only do certain tasks or add new admins who can do pretty much everything. In this video, we'll show you how to set up a new user, and the different user roles and permissions you have to choose from.

[0:22] To start, select Settings and Manage users. Now let's set up a new user. Select Add user, and enter the user's name and email address. Select the Roles dropdown, then select the role you want to assign to the user. Review the features this role gives access to. Select the Account management settings you want to manage and select Send invitation.

[0:46] QuickBooks sends your new user an email inviting them to sign in and work in your QuickBooks with the permissions you assigned them. If your user can't find the email, select Resend invite. You can edit your user's permissions by selecting edit. To delete a user, go to settings, and select Manage Users. Select the ellipsis icon on the user you want to delete, then select Delete.

[1:12] Select Delete user from the pop-up window to confirm. Now you can set up and manage your users to help you share your work in QuickBooks.