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bajaimage
Level 1

How do I create multiple user accounts for our Online QB so that employees that enter sales receipts and invoices don't have full access to the account?

 
3 Comments 3
Ashley H
QuickBooks Team

How do I create multiple user accounts for our Online QB so that employees that enter sales receipts and invoices don't have full access to the account?

You've come to the right place, @bajaimage

 

Depending on your subscription, you have a limit on how many BIllable users you can have in your account. I've provided more details below:

  • QuickBooks Simple Start: One Billable User (Master Admin) and two Accounting Firms.
  • QuickBooks Essentials: Three Billable Users and two Accounting Firms.
  • QuickBooks Plus: Five Billable Users and two Accounting Firms.
  • QuickBooks Advanced: Twenty-five Billable Users and three Accounting Firms.

There are four types of Billable Users and two types of Non-Billable Users. Here's a description of each type:

  • Master Admin: The master admin has access to every feature in QuickBooks Online. Intuit only sends billing reminders to this user's email. There is only one master admin per company. By default, it's the person who set up your QuickBooks Online account.
  • Company Admin: A company admin can see and do everything except edit or remove your master admin's access.
  • Accounting Firm: You can invite your accountant to your QuickBooks Online company. They'll have the same rights as an admin so you can work together seamlessly.
  • Standard User: You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions. (There are different levels of access to this type of User.)
  • Reports Only User: They can see all reports except the Audit log. They can create custom reports and add report groups, but they can't view the actual transactions. They can't see reports that show payroll or contact info.
  • Time Tracking Only User: You can invite employees or vendors as time tracking only users. They can only enter their timesheets. Their only access is to see timesheets and time reports.

This is how you can create users for QuickBooks Online:

  1. Go to the Gear icon, then Manage Users.
  2. Press Add User.
  3. Select the User Type you want to create.
  4. Enter your User's name and email address, then hit Save.
  5. Your User will quickly get an email. It'll have your business's name and a link that includes Ready to get started? Let's go!. Have your User press the link to finish the process of getting connected to your account.

Let me know if there's anything else I can help you with! Have a safe weekend.

rmtm32
Level 1

How do I create multiple user accounts for our Online QB so that employees that enter sales receipts and invoices don't have full access to the account?

How can I set up users for Report Only access in QBO Essentials?  The Options are Standar user, Company Admin or Time tracking only.  If I set them up as a Standard User with access rights as "none" what does that allow them to do?  (this is for board members who I do not want to be able to view but not create or change anything).  Usage limits is not a concern.

ZackE
Moderator

How do I create multiple user accounts for our Online QB so that employees that enter sales receipts and invoices don't have full access to the account?

Thanks for joining this thread, rmtm32.

 

Reports-only users are available with a QuickBooks Online Plus or Advanced subscription. If you'd like to create users who can see all reports, except ones that display payroll or contact information, you'll have to upgrade your plan.

 

Here's how:

  1. Review our available plans page to learn more details about the Plus and Advanced subscription levels.
  2. Sign in to your books as a primary or company admin.
  3. Use the Gear (⚙️) icon, then go to Account and settings.
  4. Access your Billing & Subscription tab.
  5. Confirm the account's payment details are up-to-date.
  6. In your QuickBooks Online section, click Upgrade your plan.
  7. Find the plan you want and select Choose plan.
  8. Follow your on-screen steps to complete the process.

 

In regard to your other question, a standard user role with access levels set to None can manage time sheets. These users won't be able to utilize any of the accounting features in your books.

 

I've included a couple detailed resources about creating and managing users that may come in handy moving forward:

 

I'll be here to help if there's any additional questions. Have a lovely day!

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