How to Add a User or Accountant in QuickBooks Online | Step-by-Step Guide 🧑‍💻

🧑‍💻 Need to add a new user or your accountant to your QuickBooks Online account? In this video, Katie will guide you through the easy steps to set up new users, ensuring they have the right access to manage your business finances.
📈 Whether you're adding a team member or your accountant, our step-by-step instructions will help you navigate QuickBooks Online with ease. 🛠️
🔑 Need to add a new user or your accountant to QuickBooks Online? Watch this step-by-step guide for adding users, assigning roles, and inviting your accountant to your QuickBooks file with ease! 🧑‍💻💼
In this tutorial, Katie explains how to:
🔹 Add a new user or accountant to QuickBooks Online
🔹 Navigate the Manage Users section and assign appropriate roles
🔹 Grant access with the right permissions to ensure proper security
🔹 Send and re-send invitations to your accountant or users
🔹 Remove users or accountants when needed 🚪
🔹 Understand the importance of segregation of duties for internal control 💡
By adding your accountant or users correctly, you can ensure your business finances are secure while also making the process smoother for your team. Perfect for small business owners and anyone using QuickBooks Online to manage their finances!
💻 Watch now for detailed instructions and best practices for managing your QuickBooks access!
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💬 Questions? Ask in the comments and we'll respond or create a video on it!
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[@floatingjdizzle]

We're working with a remote accountant and new to Quickbooks online. What dangers do you see in granting access through 'Accountant Firm' Role? I'd love to know the things you see as potential issues. Thanks for the video btw!

[@CertumSolutions]

The accountant role gives pretty broad access to your file. In general I would always recommend that you use a firm or accountant you trust and make sure that any cash handling processes have oversight or are reviewed from an internal control perspective. Most practices have employee dishonesty and liability policies, but for the most part I would just recommend solid internal controls. Thank you for the great question, and for watching!

[@cori8457]

Thank you for this tutorial. It was helpful. However, your face is over where you are clicking to add the accountant. It would be nice to see the wording so I make sure to send the correct wording to a client.

[@CertumSolutions]

You can share the video with them if you want. I’m sorry it is covered! Happy to help if needed.