Hi there-

I'm needing assistance with managing users.  It's a little complicated, but hoping you can all help iron this out for me

1.  Our accounting firm has a client whose books we've been doing for years on Quickbooks Desktop.  The client then needed us to transfer their QB file to QuickBooks Online, which we did.

2. The client is using Quickbooks Online Simple Start - this only allows for 1 "Billable" user and 2 "non-billable" accountant firm users. (what does billable mean in this context? That the billable user is the one who pays for the Simple Start subscription?)

3. I've logged into our firm's CAMPS (qbo.intuit.com....) page, which lists this client's company file (ya with me so far?  

4. Right now, it lists our firm as the Primary Admin and the Client as the Company Admin (and ALSO lists us in the Accounting Firms tab).

5.  Our goal is to add her personal CPA/bookkeeper to the Users.  We can't seem to add anyone else in the Users section (due to limits of the subscription probably). We will want to make this bookkeeper the Primary admin, to make the Client a "read only" User (ie. can't make changes but can see/print data), and to have my company as the "Accounting Firm". 

6. So in summary - we need the following for the User list:

    -Primary Admin - personal CPA/Bookkeeper (not in system yet)

    -Accounting Firm - my firm

    -Limited Access user (what is it called) - The Client.

PLEASE help!! Thank you so much!!!  I hope this is clear - if not please feel free to ask!!

THANK YOU!