Team Member Access Level

Thanks for contacting the Community, @schmidtfs!

I'll guide you on how to allow permissions to your team member to perform specific roles in QuickBooks Online Accountant (QBOA).

Here's how:

1. On your QBOA account, select Team and click Add User.
2. In the User Profile section, enter the team member's full name, email, and title (optional), then click Next.
3. In the Specify access to firm administration and books section, select Custom under the Access dropdown.
4. To allow your member to set up QBO subscriptions, select Edit in the Subscriptions and billing dropdown.
5. To allow your member to record transactions and run reports, select Yes for both Customer and accounts receivable and Vendors and creditors.
6. To allow your member to set sales receipts for clients, select Yes for Manage your clients.
7. Click Next.
8. In the Specify client access section, you can modify the client's user access.
9. Click Save.

For a detailed guide about what your team members can view and perform in QBOA, please refer to this article: Change your team's admin access in QuickBooks Online Accountant.

You may also visit these articles if you want to add and manage your clients in your firm:  

• Add clients to QuickBooks Online Accountant.
• Manage clients in QuickBooks Online Accountant.

Feel free to post in the Community if you have additional questions about your team's access to QBOA. We're here to help. More power to your firm!