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l-caffrey
Level 1

I have users who are not able to access via the App. How can I change this preference.

 
4 Comments 4
MoiraskyeT
QuickBooks Team

I have users who are not able to access via the App. How can I change this preference.

I am eager to assist you with accessing the QuickBooks Application, @l-caffrey. But before that, could you please provide us with additional details if there's an error message popping up on the screen while trying to access it? Any extra information would be appreciated.
 
Alternatively, while your user can't access the QuickBooks application. We recommend accessing it via the Website and making sure the user enters the correct login credentials. 

You can also log in through the website to determine if the issue is specific to the application. If it works in the browser, we may need to update the QuickBooks Application to resolve this matter.

 

For guidance on adding, managing, or deleting user profiles in QuickBooks Online, please consult the following article: Add and manage users.

 

Please leave a response below if you have additional questions about managing your user's access, we're ready to help and respond to any inquiries you might have.

l-caffrey
Level 1

I have users who are not able to access via the App. How can I change this preference.

Thank you.

 

I have attached the error message.  It is telling the user that his access does not allow him to use the app.  He can access via a phone web browser but the interface isn't nearly as good that way.

-Lance

JaneDave_I
QuickBooks Team

I have users who are not able to access via the App. How can I change this preference.

Thank you for getting back to this thread with additional information, Caffrey. Allow me to guide you on how to resolve your concern regarding the mobile app access in QuickBooks Online (QBO).

 

Before we start, it’s important to understand that QBO provides different access roles tailored to specific tasks and permissions for business operations. To use the QBO mobile app, the user needs to have admin or standard admin access. This is why other users with different access roles cannot access the app.

 

However, if your user has the necessary admin access as mentioned above, we can then proceed with basic troubleshooting steps to resolve any app-related issues that are generating the error message you're user have received.

 

You can follow the steps below:

 

For IOS devices:

  1. Go to Settings, then tap General.
  2. Tap iPhone Storage, then tap the QuickBooks Online app.
  3. Tap Offload App.
  4. This will free up the storage without deleting your app's documents and data.


For Android device:

 

  1. Go to Menu, then tap More Options.
  2. Tap Settings, then Refresh Data.
  3. Tap YES to confirm.
     

If the issue persists, you can then uninstall and reinstall the application to make sure that your application is up-to-date.

 

Additionally, I'll provide this article for you to easily compare feature availability on supported devices: Compare mobile app features.

 

We are dedicated to helping you get back in business, Caffrey. Please know that you can always revisit this thread if you need further clarification about access roles in QBO. We're always here to help.

JaneDave_I
QuickBooks Team

I have users who are not able to access via the App. How can I change this preference.

Thank you for getting back to this thread with additional information, Caffrey. Allow me to guide you on how to resolve your concern regarding the mobile app access in QuickBooks Online (QBO).

 

Before we start, it’s important to understand that QBO provides different access roles tailored to specific tasks and permissions for business operations. To use the QBO mobile app, the user needs to have admin or standard admin access. This is why other users with different access roles cannot access the app.

 

However, if your user has the necessary admin access as mentioned above, we can then proceed with basic troubleshooting steps to resolve any app-related issues that are generating the error message you're user have received.

 

You can follow the steps below:

 

For IOS devices:

 

  1. Go to Settings, then tap General.
  2. Tap iPhone Storage, then tap the QuickBooks Online app.
  3. Tap Offload App.
  4. This will free up the storage without deleting your app's documents and data.

 

For Android device:

 

  1. Go to Menu, then tap More Options.
  2. Tap Settings, then Refresh Data.
  3. Tap YES to confirm.

 

If the issue persists, you can then uninstall and reinstall the application to make sure that your application is up-to-date.

 

Additionally, I'll provide this article for you to easily compare feature availability on supported devices: Compare mobile app features.

 

We are dedicated to helping you get back in business, Caffrey. Please know that you can always revisit this thread if you need further clarification about access roles in QBO. We're always here to help.

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