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neil-neilgabbie-
Level 1

How do i allow my client access to their books?

I set up my client books but they have no access, how do i set them up so they can log in and run reports, etc. This should be basic but it's so difficult to find stuff like this.
1 Comment 1
JorgetteG
QuickBooks Team

How do i allow my client access to their books?

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:

 

  1. Go to Settings, then select Manage users.
  2. Click Add user, then enter the user’s name and email address.
  3. Choose the role you want to assign to the user from the Roles dropdown.
  4. Review the features this role gives access to by expanding each section.
  5. Select the Account management settings you want to manage (if applicable for the chosen role).
  6. 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.