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s-simeon79
Level 1

How can other team members upload receipts to quickbooks?

I would like other team members who are in charge of purchases to upload their own receipts.
1 Comment 1
KimberlyS
QuickBooks Team

How can other team members upload receipts to quickbooks?

You can add your team members as a user in QuickBooks with permission to upload receipts, s-simeon. I'll provide detailed instructions below to help you set them up accordingly.

 

QuickBooks Online simplifies collaboration by letting you add users who can aid in managing your company operations and bookkeeping. You can utilize this feature to let your team upload receipts for their respective purchases. To learn which roles fit your team, visit this article: User roles and access rights.

 

Here's how to add a new user:

 

  1. Select the Gear icon, then Manage users.
  2. Click Add User and enter the user’s name and email address.
  3. Pick the appropriate role in the Roles dropdown under the Assign roles section.
  4. Assess the features available with this role. You have the option to expand each section to gain a fuller perspective.
  5. Select Send Invite.

 

Add User-QBO US.jpg

 

Once users receive their invitation email, you can let them follow the steps outlined in this material to get started: Accept an invite to join QuickBooks Online.

 

In addition, note that these users are billable. If the number of users reaches the limits determined by your subscription level, you can use a third-party application and integrate it with QuickBooks to meet your needs.

 

Moreover, you can keep track of the activities within your company file through the audit log. The details include who performs some updates and when they occur.

 

Stay in touch through the Reply button below for other queries about user roles and permissions in QuickBooks Online. You can be confident that we will offer all the necessary aid to enhance your experience.

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