Let us guide you through the process of inviting someone to your QuickBooks Online (QBO) account, Cruickshank820.
If you're trying to add a new user to help with your company's operations and bookkeeping, you can follow the steps below:
- Go to the Gear icon on the top menu and select Manage users.
- Select Add user, then enter the user’s First name, Last name, and Email.
- Select the Roles ▼ dropdown, then select the role you want to assign to the user.
- Review the features this role gives access to. You can expand each section.
- Select the Account management settings you want to manage (if applicable for the chosen role).
Note: If you select View all permissions, you’ll be able to review the list of features the user will not have access to.
- Select Send invitation.
The new user receives an invite to join the company, and you can ask them to click the link in the email. From there, they can create a new Intuit Account or they can sign in if they already have one. You can check out this article for more details about adding user profiles in the program: Add, manage, or delete users in QuickBooks Online.
If you need to add your accountant, refer to this article for the steps and details: Add accountant users in QuickBooks Online.
We are just one post away if you have further questions about managing users or QuickBooks-related concerns.
