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cjmbester-gmail-
Level 1

Hi, I need to change my accountant's setting to give them more access, but I can't find the page where to do so.... Can someone help please

 
1 Comment 1
Giovann_G
Moderator

Hi, I need to change my accountant's setting to give them more access, but I can't find the page where to do so.... Can someone help please

Hello, cjmbester-gmail-.

 

If you wanted to add your accountant as a standard user, you can change their user's permission in QuickBooks Online. I'll show you how.

 

  1. Go to Settings ⚙.
  2. Select Manage users.
  3. Find the user you want to edit, then click Edit in the Action column.
  4. In the user type dropdown, choose the new user type.
  5. Select the user settings, if applicable.
  6. Hit Save.

 

Alternatively, you can also invite your accountant as a firm so they can review your QuickBooks company. Check out this article for more details: Invite an accountant to review your accounting in QuickBooks Online.

 

I've included the following resources below to learn more about managing user's roles and controlling their access to specific tasks in QuickBooks Online:

 

 

Let me know if you need further assistance in managing user roles and access. We're always here to help you.