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absmotorworks
Active Member

I need to add users

I need to add more user
1 Comment 1
Ethel_A
QuickBooks Team

I need to add users

Welcome to the Community, @absmotorworks.

 

Adding users to your QuickBooks Online account is a great idea as it helps your team collaborate efficiently. You can assign roles like Accountant, Standard User, or Custom User to manage transactions, track finances, and generate reports securely, while ensuring the protection of sensitive data. I’m here to guide you through the process step by step.

 

Here's how:

 

  1. Go to the Gear icon and select Manage users.
  2. Click Add user and enter the user’s name and email address.
  3. Select the role you want to assign to the user from the Assign Roles dropdown.
  4. View the permissions for the assigned role.


     
  5. Hit Send invite.

 

QuickBooks Online has usage limits based on your subscription plan. These limits determine the number of billable users you can add. This guide provides an overview of these limits and tips for managing them effectively: Learn about usage limits. If you need to add more users beyond the limits of your current subscription, you can easily upgrade your plan to accommodate your growing needs.

 

If you have any questions or need further assistance with adding or managing users, feel free to reach out. We’re here to help you every step of the way and ensure your QuickBooks Online experience is seamless and fits your needs perfectly.