Setup User Roles in QuickBooks Online Accountant
May 15, 2024 ⚊ 1 Min read ⚊ Views 35 ⚊ TECH
Setting up user roles in QuickBooks Online Accountant is essential for managing access and responsibilities efficiently. To get started, navigate to the “Gear” icon, then select “Manage Users” under “Your Company”. Next, click on the “Add User” button and fill in the required information for the new user. Choose a user type based on their role, such as “Company Administrator”, “Reports Only”, or “Custom”. Each user type has different permissions and access levels. For instance, a Company Administrator can access everything, while a Reports Only user can only view reports. If none of the predefined roles fit, you can customize permissions by selecting “Custom” and specifying access to various areas like banking, sales, and payroll. Once roles are assigned, review and confirm the settings before sending the invitation to the new user. With well-defined user roles, you can ensure data security and streamline collaboration within QuickBooks Online Accountant.
