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Can I split one company off of my account to give to someone else to handle? How do I go about this, but make it so they can't see my other company info?

 
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QuickBooks Team

Re: Can I split one company off of my account to give to someone else to handle? How do I go abou...

Hello there, @amymcochran.

 

I'm here to share some information about provisioning access to your authorized users to manage your company.

 

May I ask what version of QuickBooks are you using? 

 

If you're using QuickBooks Online for Accountant version, you can manage which team member or user can access a client's account or company. For a detailed information, you may check this article: How to manage client access for firm team member.

 

On the other hand, for the regular QuickBooks Online version, here's how to give access to your authorized user's:

  1. Go to the Gear Icon.
  2. Choose Manage Users.
  3. Click the New button.
  4. Select which type of user you'd like them to be and follow the corresponding steps:
    • Standard User:
      1. Click Next.
      2. Set what access you want the user to have, then, click Next.
      3. Enter the new user's e-mail address and name.
      4. Click Next.
      5. Hit Finish.
    • Company administrator
      1. Click Next.
      2. Enter the new user's e-mail address and name.
      3. Click Next.
      4. Hit Finish.
    • Reports only(Available in QuickBooks Online Plus only):
      1. Click Next.
      2. Enter the new user's e-mail address and name.
      3. Click Next.
      4. Hit Finish.
    • Time tracking(Available in QuickBooks Online Plus only):
      1. Click Next.
      2. Select the Employee or Vendor/Supplier name that you're inviting to fill out their timesheet.
      3. Enter the new user's profile.
      4. Click Save.

That should do it! This will enable your your authorized users to access and manage your company's information.

 

Keep in touch with me here in the Community if you have other questions about managing your authorized user's access in QuickBooks. I'm always here to help.