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bertrand-e-piat-
Level 1

Hi! I am the main and only user for my company. How to manage users ?

I set up the account so should be given all access
1 Comment 1
Rasa-LilaM
QuickBooks Team

Hi! I am the main and only user for my company. How to manage users ?

I’m glad to show you how to manage users in QuickBooks Online (QBO), bertrand-e-piat-.

 

Before we continue, may I know your user type and if you’re the one who set up the account? Any information you can share ensures a timely solution.

 

While waiting for the details, allow me to provide some information about user roles and permissions. If you created the account, you are the primary admin and have access to all areas of QBO by default. Aside from that, the company admin has similar roles and permissions to the former user, with the exception of editing or removing its access.

 

Let’s go to the Manage users screen to check your user type and role. It only takes a few clicks to get there.

 

Here’s how:

 

  1. Go to the Gear icon and choose Manage users under Your Company.
  2. On the Manage users screen, look for your name and review the user type.
  3. Make sure it’s set to admin or primary admin.manage user.png

If it shows a different one, contact your administrator and request that the access rights be changed to the correct one. If you want to add another user to the company, see this article: Add and manage users in QuickBooks Online. It includes a video, so you can easily follow the steps.

 

To become more familiar with the different user types as well as their roles, you can browse these articles for detailed information:

 

 

You can use our online resources to smoothly complete any task in QBO in the future. To view the list of articles, simply go to the topic board.

 

If you have any questions about the product or need clarification on the manage users feature, leave a comment below, @bertrand-e-piat-. I'm always ready to assist further. I wish you continued success with your company.