When setting up a new Team member (member of your firm) in QuickBooks Online Accountant, you can assign which of the following user permissions to the new Team member.
3.Accounts receivable, Accounts payable and Reporting
5. You cannot assign user permissions to Team members. The Accountant Team member setup includes unlimited access
When setting up a new team member in QBOA, you have the option to set up access to your firm’s books and client’s books or just one or the other. There are three primary levels of access for each:
1. Basic Access – limits access to admin functions for your firm’s books, no access to managing clients, no access to your firm’s books
2. Custom Access – access to certain admin functions for your firm, custom access to managing clients, custom access to your firm’s books, admin access to client QuickBooks files.
3. Full Access – Full admin access to your firm’s books, full access to managing clients, full access to admin functions to client QuickBooks files.
You can go to Your Account in QBOA and set up a test user to see how it works. That way, you can see what areas you can give access to (i.e. A/P, A/R etc).
If you still can’t figure it out, contact Intuit Customer Support. You can start a chat with a customer service rep by clicking on Help once you are logged into QBOA.
Best of luck,
Crystalynn Shelton, CPA
315 Madison Avenue, 24th Floor
New York, NY 10017
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