cancel
Showing results for 
Search instead for 
Did you mean: 
nuuhiwacampbell
Level 1

How do you add a custom role for a new user? I just want to add someone who can upload receipts.

 
1 Comment 1
GenmarieM
QuickBooks Team

How do you add a custom role for a new user? I just want to add someone who can upload receipts.

Assigning custom roles is quick and easy, nuuhiwa. Let me provide you with insights when managing user roles in QuickBooks Online (QBO).

 

The ability to assign custom roles is exclusive to the QuickBooks Online Advanced subscription plan. If you're not currently subscribed to QBO Advanced, you can upgrade your plan by following these steps:

 

  1. Sign in to your QBO account as a primary or company admin.
  2. Go to Settings, then select Subscriptions and billing.
    u1.JPG
  3. Ensure that your payment info is updated.
  4. In the QuickBooks Online section, click Upgrade your plan.
  5. Review the available plans and select the plan you want by clicking Choose plan.
    u2.JPG
  6. Follow the on-screen steps to upgrade your plan.

 

For detailed steps, you can visit this article: Upgrade or downgrade your QuickBooks Online subscription.

 

If you have other questions about managing user roles in QuickBooks Online, please don't hesitate to let me know by leaving a comment below. I'm available and prepared to help you whenever you need it.

Need to get in touch?

Contact us