Intuit

Different levels of access for firm users

Learn about the different levels of access within QuickBooks Online Accountant.

In QuickBooks Online Accountant, Firm Owners and users with admin access can specify the access of other users within the firm. The three levels of access are:

  • Full
  • Basic
  • Custom

Within each category, you can modify the settings to provide the desired access for the user.

Frequently Asked Questions

Here are the most common questions about the different access levels in QuickBooks Online Accountant.

 

What can a user with Full Access do?

Full Access user has access to accounting features, and books including:

  • Add, edit, and remove users
  • Add, edit and remove clients
  • Edit company settings of the firms
  • Manage subscriptions
  • View subscription alert messages
  • The firm's accounting features, including books
  • Assign and remove client access from team members
  • Reassign lead role to other team members
  • Manage apps for clients
Note: Team members with access to client's company will have Administrative access to their books.

 

What can't a user with Basic Access do?

Basic Access user has administrative access to client QuickBooks, but can't access the following:

  • Add/Edit clients
  • Add/Edit members
  • The firm's accounting features, including books
  • Subscription and billing
  • Subscription alert messages

What access does a user with Customer Access have?

The access level will change into Custom when the access level is set outside of Full or Basic access. Custom access can:

  • Custom access to administrative functions for the firm
  • Customer access to manage clients
  • Customer access to the firm's books
  • Administrative access to client QuickBooks
  • View only rights to team list
  • Customer access to work management

What are the different access levels available within Customer Access?

There are five access levels available within Customer Access:

  • None
  • View
  • Edit
  • Yes
  • No

FAQ on Customer Access

Here's an overview of the different customer access options.

Firm Administration

What can a user with view only access to Firm info do?

A user with view only access can view firm details such as as name and address, but can't edit the info.

What can a user with edit access to Firm info do?

Edit access is able to edit firm details, such as the firm's name and address.

Firm Users

What access does a user with level none have fo Firm users?

  • The user doesn't have access to view or edit the team page.
  • The user can't view or edit client access for other users.

What access does a user with a level view only have to Firm users?

  • The user can view the team page, but can't edit.
  • The user can view and edit client access for other users.

What access does a user with a level edit have to Firm users?

  • The user can view and edit the team page.
  • The user can view and edit client access for other users.

Subscription and Billing

What access does a user with a level of none have to Subscriptions and billing?

  • The user doesn't have access to view or edit subscription and billing info for the firm.
  • The user doesn't have access to view subscription alerts.

What access does a user with a level view only have to Subscriptions and billing?

  • The user can view subscription and billing info for the firm, but can't edit..
  • The user can view subscription alerts

What can a user with edit access to Subscriptions and billing do?

  • The user can view and edit subscription and billing info for the firm. The ability to edit subscription and billing info is limited to updating credit card info.
  • The user can view subscription alerts.

Firm Books

What can users with Yes level access to customers and accounts receivable do?

A user with Yes access can view customer financial details and balances within the firm's books.

What can users with No level access to customers and accounts receivable do?

Users with No level access can't view customer financial details of balances within the firm's books.

What can users with Yes access to suppliers and creditors do?

Users who have Yes access can view supplier financial details and balances within the firm's books.

What can a user with No level access to suppliers and creditors do?

A user who has No level access can't view supplier financial details or balances within the firm's books.

Managing Clients

What can a user with Yes access to manage your clients do?

A user who has Yes access to manage clients can:

  • Add clients to the Client list on the Dashboard
  • Make clients active or inactive

What can a user with No level access to manage your clients do?

A user who has No level access to manage clients can't:

  • Add clients to the Client List on the Dashboard
  • Toggle active/inactive status

What can users with "Yes" level access to Customers and accounts receivable do?

A user with "Yes" access can view customer financial details and balances, within the firm's books.

What can users with "No" level access to Customers and accounts receivable do?

Users with "No" level  access can't view customer financial details of balances within the firm's books.

What can users with "Yes" access to Suppliers and accounts payable do?

Users who have "Yes" access can view supplier financial details and balances, within the firm's books.

What can a user with "No" level access to Suppliers and accounts payable do?

A  user who has "No" level access can't view supplier financial details or balances, within the firm's books.

Where can I find these settings?

How to view/edit Firm Administration and Books:

  1. From the left menu, select Team under Your Practice.
  2. Choose the name of the team member you wish to edit.
  3. In Edit select Firm Administration and Books.