Need to Set Up Users in QuickBooks Online?
Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to manage users and set limits while you’re setting up new users.
One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed. No more paying up front for a boxed copy that you’ll store on your hard drive. You just pay a monthly subscription fee.
But unless you assign specific access rights to your users they’ll be able to see and do everything that you do on the site. You undoubtedly trust your employees or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas.
QuickBooks Online makes this easy. Once you’ve set up individuals for a specific set of screen permissions, that’s all they’ll see when they log in. Here’s how it works.
Several Levels
Go ahead and open QuickBooks Online. Click the gear icon in the upper right of the QuickBooks Online screen, then select Manage Users under Your Company. Then click New. This mini-interview will open.
As you can see, four access levels are supported. You’ll probably select Regular or custom user most often because you can drill down and set permissions at the screen level. The Company administrator is you, of course, unless you’ve assigned this role to someone else. The user at this level has access to everything.
You can also let someone see Reports only, with the exception of payroll reports and those that contain contact information about customers, vendors, and employees. If you have employees who submit time sheets but don’t otherwise work in QuickBooks Online, you can let them in to do Time Tracking only.
Tip: There’s a fifth option here. You can grant us access to your QuickBooks Online company data, making it easier for us to monitor and troubleshoot your accounting information. Let us know if you want to take advantage of this.
Paring Down Access
Click the button in front of Regular or custom user if it’s not already highlighted. Then click Next. This third screen in the mini-interview deals with Customers and Sales and Vendors and Purchases Access Rights. Click All or None if appropriate.
If you’re allowing Limited access in these two areas, be sure to read the fine print explaining what is and isn’t allowed. When you’re satisfied, click Next. On the next screen, you’ll set administrative rights for that user by indicating whether he or she can manage other users’ access rights and work with your subscription status and other company information.
You’ll supply the individual’s email address and name on the following screen. This will be used to send an email inviting the user to sign in. Click through the next screen and click Finish when you’re done. The mini-interview will close, and you’ll be back at the Manage Users page.
Your User Overview
The Manage Users page displays a list of all users.
The table here lists users’ names, email addresses, access rights, billable standing, and status. If you haven’t received a response to an invitation (Invited), you can click the Resend button to issue another email. When he or she responds, Invited changes to Active. Click on a row to highlight an individual, and you can Edit or Delete him or her, and see an audit log of Activity.
You or your Master Administrator should set up access rights before new employees is admitted to QuickBooks Online. Let us know if you’re having trouble with this element of the site, and if you’d like us to join your list of users. It’s a lot easier for everyone if we can get in there and see what problems you’re having to resolve them. Call us for help at (801) 225-6900 today! We’re happy to help.