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Level 1

Can I share my account with my sister on the other side of the country?

Just want her to be able to get into my bookkeeping?
1 Comment
Moderator

Can I share my account with my sister on the other side of the country?

Yes, you can @gather-ent by adding your sister as one of the users. 

 

Let me show you how you can give access to her. Here's how:

  1. Click the Gear icon at the top. 
  2. Select Manage users
  3. Tap the Add user button.
  4. Choose the type of user you want to create for her. See this article to help you decide: User types and user permissions in QuickBooks Online.
  5. Fill in your sister's user name and email address.
  6. Hit Save.

Once done, have her check the email address you set up to accept the invite. She can click on Let's go! link in the email to take her to a sign in or account creation page. 

 

For more information about how you can manage on who can access your books in QuickBooks Online, take a look on this link: Add, delete, or change user access.

 

In case you'd want to add your accountant in the future, here's a resource for your guide: Invite an accountant to review your accounting in QuickBooks Online.

 

Reach out to me if you need further assistance working with your QuickBooks account. I'm always here to help. Have a nice day!

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