Thanks for joining this thread and sharing all the details of your account concern, @Jserv13.
I am chiming in to share further insights on this to help you decide what user access you need to grant the accountant.
If you invited them as an accountant user to your QuickBooks Online company file, they will have the same view and capacity as the company admin. Along with that privilege are other accountant-specific tools to help review your accounting info. They are able to review your books, make corrections, and fix any tricky transactions when necessary. The good thing is, you can trace any changes made by them if you visit the Audit Log report.
You also have the option to add them as a Standard user with limited access. Just a disclaimer, there are limitations for this user type (All access, No access and Limited access for Vendors or Customers). You might want to read this article to learn more: User roles and access rights in QuickBooks Online.
Here's how to add a standard user:
- Sign in to QuickBooks with a user profile that has permission to manage users.
- Click Settings ⚙, then Manage users.
- Choose Add user.
- Select a Standard user. Then select Next.
- Pick the access rights for the user. Then select Next.
- Select the user settings, if applicable. Then select Next.
- Enter the user’s name and email address. Then select Save.
This is an additional link to help you add users in the program: Add and manage users in QuickBooks Online
Please post here anytime if you have further questions about this user management topic. I'll be right here if you need further help. Have a nice day!
