Other Questions
Hello there, mkcfacmr.
QuickBooks offers different types of users that you can invite.
If you only want to add them to view all reports except ones that show payroll or contact information, we can invite them as Read-only access. This user type is unable to enter and edit transactions. On the other hand, you can check this article to learn more about the access that we can give to a user in your account: User types and user permissions in QuickBooks Online.
Then, you can follow these steps to add a user:
If you mean to set a user in this way, you can follow the steps below:
- Go to the Gear icon.
- Select Manage users under Your Company.
- Within the User tab, click the Add user button.
- Select a user type that you want to give to them. Then, Next.
- Enter their name and email address.
- Then, Save.
Then, let the user check their email and accept the invitation so they access your account. Also, you may use this reference to learn about fixing errors or when an invited user did not receive your email invitation: What to do if invited users did not receive your email invitation?.
Let me know if you need further clarification or need anything else. I'd be glad to help you more. Take care always!
