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Account management
Allow me to share some information to add your accountant in QuickBooks Online (QBO), @becsdawson.
You can see the Manage users feature when you're login as the Primary Admin or Company Admin in QBO. If you have standard user access given by the admin, this option is unavailable when set up with limited permissions.
However, if you don't see this feature with admin privileges, I recommend logging in to QBO in a private browser and inviting your accountant from there. This mode can help avoid cache files that continue to pile up in the background, making QuickBooks unable to load some features.
Run a supported browser, and then follow these shortcuts:
- Ctrl+Shift+N for Google Chrome.
- Ctrl+Shift+P for Mozilla Firefox.
If you successfully see the Manage users feature, I suggest clearing the browser's cache. It helps clean the browser's cache to start fresh and load new online application data. Alternatively, you can use another supported browser to run QBO.
I've added articles for more details on how to add an accountant to your QBO company and update access rights:
- Invite an accountant to review your accounting in QuickBooks Online
- User types and user permissions in QuickBooks Online
- Add, delete, or change user access
Count me in if you need further assistance with managing users or accounting firms. I'll be here to keep you up. Stay safe and well!