QBO Team-up Time: Adding Other Users

Don't want to tackle your books solo? No problem! Invite other users to QBO to give you some help.

Invite Other Users to QBO

• Login as an admin user

• Gear Icon

• Manage Users

• Stay on the "Users" tab

• Add User

• Choose the User Type

• Add the full name and email address of the user

  • The email address will be their user ID

• Save

User Types

• Standard User

  • Standard users can be setup with full access, no access, or limited access:

    • Full Access: Can access and edit the books. No admin privilages to change users, change passwords, move money, change subscriptions unless given permission by an admin user.

    • No Access: No access to accounting features. They can still submit their own time sheets

    • Limited Access: Can limit access to either Customer functions or Vendor functions

• Company Admin

  • They can see and do everything in the account

  • The only thing they cannot do is change the primary admin

  • Time tracking only (This will only show if there isn't a QB Time Subscription)

  • Allows the user to enter in their hours worked

Number of Users

There is a limit to the number of users you can add based on the subscription level:

• Simple Start

  • 1 User

  • 2 Accountant Users

• Essentials

  • 3 Users

  • 2 Accountant Users

  • Unlimited Time Tracking Users

• Plus

  • 5 Users

  • 2 Accountant Users

  • Unlimited Time Tracking Users

  • Unlimited Reports Only Users

• Advanced

  • 25 Users

  • 3 Accountant Users

  • Unlimted Time Tracking Users

  • Unlimited Reports Only Users

The user will receive an email invitation. They will want to accept the invitation. If they already have an Intuit login, then they will be prompted to login. If this is their first Intuit account, then they will be asked to create a password.

ProTip: While it is nice to give others full access to the account, so they don't need to ask you to do certain tasks, use the admin user carefully.

ProTip2: QBO Advanced add an additional level of customization of access for users. You can set up a user to only work with invoicing or another for creating and paying bills.