Setting up a new User for QB online

TPF22 · ‎July 03, 2022

Can I set up a new user to be able to view everything but with no ability to change or add anything?

ReymondO · ‎July 03, 2022

Hi there, @TPF22.

For now, the option to set up a user with no ability to change or add anything except viewing all files is unavailable in QuickBooks Online (QBO).

Right now, you can add a custom user (QBO Advance only) to give them specific access to areas in QuickBooks.

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

You can also send feedback to our product developers. That way, they can review your request and most likely include it in future updates.

Select the Gear icon at the top and click Feedback.
Enter your comments or product suggestions. Then, select Next to submit feedback.

To know more about the different options for user roles and access permissions, please check out this article: User roles and access rights in QuickBooks Online.

Please let me know how else I can help you with QuickBooks. I've got your back and am always happy to help. Keep safe!

View solution in original post

ReymondO · ‎July 03, 2022

Hi there, @TPF22.

For now, the option to set up a user with no ability to change or add anything except viewing all files is unavailable in QuickBooks Online (QBO).

Right now, you can add a custom user (QBO Advance only) to give them specific access to areas in QuickBooks.

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

You can also send feedback to our product developers. That way, they can review your request and most likely include it in future updates.

Select the Gear icon at the top and click Feedback.
Enter your comments or product suggestions. Then, select Next to submit feedback.

To know more about the different options for user roles and access permissions, please check out this article: User roles and access rights in QuickBooks Online.

Please let me know how else I can help you with QuickBooks. I've got your back and am always happy to help. Keep safe!

burkdoll83544 · ‎July 04, 2022

Add a QuickBooks Online user
Step 1: Invite your new user
Select Settings ⚙, then Manage users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
Select Add user.
Select the user type you want to create. More options will appear on the screen depending on the user type you select.
Enter your new user’s name and email address, then select Save.

Seeing a user limit?

If you see a user limit message, it’s because QuickBooks Online has a maximum number of users depending on your subscription. Learn about limits and what you can do to add a user.

Step 2: Have your user accept the invite
Your new user will quickly get an email from [email address removed]. It has your business’s name and a message that includes “Ready to get started? Let's go!"

Have your new user select the "Let’s go!" link in the email, which takes them to a sign in or account creation page. They need to sign in or enter info to create a new account.

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Setting up a new User for QB online