It's great to have you here in the Community, Neil.
I'll walk you through how to add and give individual permissions for specific tasks in QuickBooks online efficiently.
Here's how:
- Go to Settings, then select Manage users.
- Click Add user, then enter the user’s name and email address.
- Choose the role you want to assign to the user from the Roles dropdown.
- Review the features this role gives access to by expanding each section.
- Select the Account management settings you want to manage (if applicable for the chosen role).
- Then Send invitation.
You can refer to this video for a detailed guide on how to add and manage users in QuickBooks Online:
Once you're done, your client will receive an email to join the company. They can then accept the invitation and create a new Intuit account or sign in if they already have one.
I'm including this video for your reference on how your client can accept your invitation:
Additionally, you can check these helpful articles to learn more about user roles, access permission, and usage limits in QuickBooks Online:
If you need further clarification on adding your client to the company file or have any other QuickBooks-related concerns, feel free to ask here, and I'll assist you promptly.
