However, to take advantage of this capability, you need to determine the level of access that you wish to grant each user and then invite the additional users to join your QuickBooks company. You can also invite your accountant to access your QuickBooks Online account. By doing so, you are providing them real-time access to your most current data.
The number of accountants and users you can invite to your QuickBooks Online account vary based on your subscription level. Step 1: Navigate to Manage Users Click on the gear icon in the upper right hand corner of the QuickBooks Online screen and then select Manage users under the first column:. Navigate to manage users in QuickBooks Online.
In the Manage users screen, click on the Accounting firms tab. Invite an accountant in QuickBooks Online.
Your accountant can share their access with other bookkeepers in their firm, so there is no need to invite two accountants from the same firm. You can resend the invite from the Accounting firms tab of the Manage users screen. How to Give QuickBooks Online Access to Multiple Users You can invite additional users to your QuickBooks Online account while limiting the data they have access to by choosing an appropriate user role.
Navigate to the Users tab in QuickBooks Online. There are four types of users to choose from when granting someone access to your QuickBooks Online company:.
Company employees that will be participating in the bookkeeping process should be granted either Standard user or Company admin access:. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Install a copy of QuickBooks on each user's computer and enter one of the license keys from your multi-user pack. The QuickBooks administrator must activate multi-user mode through the File menu and set up each user in QuickBooks if the user doesn't already exist.
Steve McDonnell's experience running businesses and launching companies complements his technical expertise in information, technology and human resources. He earned a degree in computer science from Dartmouth College, served on the WorldatWork editorial board, blogged for the Spotfire Business Intelligence blog and has published books and book chapters for International Human Resource Information Management and Westlaw. By Steve McDonnell.
Single User Licenses If you have two users who need to share QuickBooks, you must purchase two single-user licenses. Another cloud solution Hosted QuickBooks allows businesses to host their QuickBooks Desktop on the servers of third-party cloud provider to enable remote access to the software, similar to QuickBooks Online.
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Are you using QuickBooks to ease your accounting task? Do let us know your favorite feature in the comment section.
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