I appreciate you notifying us about the difficulties you're experiencing with the QuickBooks login, Gee. I’m here to ensure a seamless login experience for your secretaries by providing them with the necessary access permissions. Let’s work together to resolve this issue.
To better assist you, I would appreciate your help in clarifying a few details:
- Are you specifically referring to the QuickBooks Online app for desktops?
- Are there any error messages or prompts that appear when your secretaries attempt to log in?
- Do your secretaries currently have user accounts set up in QuickBooks?
Understanding these aspects will allow me to provide you with the most effective guidance.
In the meantime, I recommend inviting your secretaries to be users with appropriate permissions if they don't have accounts set up yet.
For detailed steps, here's how:
- Log in as a primary admin to your QuickBooks Online app.
- Navigate to the Gear icon in the upper right corner.
- Under the Your Company section, select Manage Users.
- Click on the Add user button.
- Choose the type of user you want to create.
- Follow the prompts to enter their name and email address.
After setting up their accounts, QuickBooks will email invitations to your secretaries. Please tell them to accept this invitation to set up their password and complete their account creation.
You can also customize access to specific areas of QuickBooks Oline, ensuring they have limited access as needed: Add and manage custom roles in QBO.
Additionally, I would like to share a valuable article that explains the different options for user roles and access permissions in QBO: User roles and access rights.
If you have any questions or require additional assistance, kindly reply below. I'm dedicated to ensuring everything runs smoothly for you and your team. Thank you for choosing QuickBooks, and I look forward to your response.
