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SarahannC
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Yes, we can limit your office staff access, shersstew. I'll help you accomplish that.

 

First, determine what access you want to give your office staff. To learn more about user roles, we can visit this article: User roles and access rights in QuickBooks Online. It will help us understand what role we should give based on their work. 

 

When we set them up as standard users, QuickBooks allows us to choose the user’s access rights (all access, limited access, or none). We can edit their role from the Manage Users page. Here's how:

 

  1. Select Settings.
  2. Click Manage users.
  3. Find the user you want to edit. Then select Edit in the Action column.
  4. Change the User type.
  5. Select the user settings you want to manage.

 

Once done, ask your office staff to sign out and log back into QuickBooks Online to see the updates. If they can't see the updates, you can delete their existing access. Then, re-invite them with new access permission with the same email address. I'll show you how:

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Find the office staff you want to delete. Then select the arrow icon ▼ in the Action column.
  4. Select Delete. In the confirmation window, select Delete again.
  5. Go back to the Manage user page. Select Add user.
  6. Select a user type. Then select Next
  7. Follow the on-screen instruction to complete the process.

 

Also, we can check this article to learn more about the usage limits in QuickBooks Online: Usage limits by subscription.

 

I'm always here to help with any of your QuickBooks concerns, especially managing users and access rights in the program. Take care always.

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