Other questions
I'm here to provide clarification on the reports-only user type, CKC1006.
The access level mentioned above is available in QuickBooks Online (QBO) Plus and Advanced. Also, setting up one in your company doesn't count towards your user limit.
If you've subscribed to any of these versions let's go to the Manage users page to add your employee. Here's how:
- In your company, head to the Gear icon at the top to choose Manage users under Your Company.
- On the Add a new user screen, tick the Reports only radio button and click Next.
- Fill in the fields with the employee's information and press the Save button.
Inform the worker that we'll invite them to create a QuickBooks account and password for access to your company. The invitation will expire after 30 days. Here's an article that discusses the different access permissions in detail: User roles and access rights in QuickBooks Online.
To learn more about the maximum number of users you can have in QBO and ways to customize their roles, feel free to go over these resources:
- Learn about usage limits in QuickBooks Online
- Add and manage custom roles in QuickBooks Online Advanced
Keep in touch if you have clarifications about the process or have other QuickBooks concerns. I'd be delighted to respond to them.
