Set Up User Permission on QuickBooks Online

Total Time: 10 minutes

1. Step One

   Open your QuickBooks Online and click on your company name given in the upper right side of your computer screen. Next, click Manage Users.

2. Step Two

   Click New and it will open a mini interview of user types. There are four of them:

   💠 Regular or Custom User: You should assign this for the users who are obliged to access accounts receivable and/or payable. They do not have any other rights.

   💠 Company Administrator: It is either you or any of your trusted employees. A user has access to the full site and can take any action under this.

   💠 Reports Only: Users under this one can only view reports. They, however, cannot see payrolls or any other reports which contain contact information of anyone.
   💠 Time Tracking Only: You can allow any vendor or employee to access the timesheets only. This will allow them to complete and edit their own timesheets.

3. Step Three

   Select Regular or custom user and click

4. Step Four

   Next screen takes you to specify the added user rights. Here you need to specify the rights:

   💠 You can select All or But if you selected Limited, then follow these steps:

   — 🔹 Check Customers and Sales. This will enable the employee to access add, edit and delete QB Online records. The user can access some transactions and forms as well, along with being able to view reports and registers. The user, however, cannot access check printing, inventory adjustments and payroll data.
   — 🔹 If you checked Vendor and Purchases, then it will enable the employee to have similar rights as above, but on the vendor front.

   💠 If you want the employee to be able to access only his timesheet but no other section of QuickBooks, then you would select None.

5. Step Five

   Users with All rights can access all the settings as described above for other users. They also have rights to do some payroll tasks, make deposits, transfer funds and work with Budgets.

6. Step Six

   Once you have selected an access level for an employee, click The next window will display the administrative rights of the user.

7. Step Seven

   Choose the administrative rights and click This will prompt you to invite the user to QBO with specific rights. Fill down the name and email. Click Next.

8. Step Eight

   Once the user has accepted the invitation and logged in, his status will change from Invited to