Setup User Roles in QuickBooks Online Accountant
May 15, 2024 ⚊ 1 Min read ⚊ Views 41 ⚊ TECHNOLOGY
Setting up user roles in QuickBooks Online Accountant is essential for managing access and permissions within your accounting team. With user roles, you can control who can view, edit, or delete sensitive financial information, ensuring security and accountability. To begin, log in to your QuickBooks Online Accountant dashboard and navigate to the “Settings” menu. From there, select “Manage Users” and then “Add User.” You’ll be prompted to enter the new user’s details and assign them a role. QuickBooks offers several predefined roles like “Master Admin,” “Company Admin,” “Accountant,” and “Standard User.” Each role comes with specific permissions tailored to different levels of responsibility.
Tags: QuickBooks online accountant
