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booksinblack21-g
Level 1

How di change my clients access

how do i change my clients access
Solved
Best answer June 23, 2022

Best Answers
ChristineJoieR
QuickBooks Team

How di change my clients access

Hello there, @booksinblack21-g.

 

We can work together on how to change your client's access. I'm here to guide you.

 

QuickBooks Online allows you to add users who assist with bookkeeping for your business. You can grant each user-specific permissions to perform specific tasks.

 

Here's how to add or edit QuickBooks users.

 

  1. Choose Settings.
  2. Choose Manage users.
  3. Locate the user you want to change. Then, in the Action column, choose Edit.
  4. You can alter the User type.
  5. Choose which user settings you want to manage.
  6. Select Save.
  7. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

 

Feel free to visit this article for more information: manage users in QuickBooks Online.

 

Additionally, you can manage their roles and limit their access to a specific task. Check this article for your guide: User roles and access rights in QuickBooks Online.

 

Visit the Community again if you need more assistance with this topic. I'll be here to guide you. Have a pleasant day ahead. 

View solution in original post

1 Comment 1
ChristineJoieR
QuickBooks Team

How di change my clients access

Hello there, @booksinblack21-g.

 

We can work together on how to change your client's access. I'm here to guide you.

 

QuickBooks Online allows you to add users who assist with bookkeeping for your business. You can grant each user-specific permissions to perform specific tasks.

 

Here's how to add or edit QuickBooks users.

 

  1. Choose Settings.
  2. Choose Manage users.
  3. Locate the user you want to change. Then, in the Action column, choose Edit.
  4. You can alter the User type.
  5. Choose which user settings you want to manage.
  6. Select Save.
  7. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

 

Feel free to visit this article for more information: manage users in QuickBooks Online.

 

Additionally, you can manage their roles and limit their access to a specific task. Check this article for your guide: User roles and access rights in QuickBooks Online.

 

Visit the Community again if you need more assistance with this topic. I'll be here to guide you. Have a pleasant day ahead.