Quickbooks Learn & Support Online QBO Support How do I give users view only access

how to share access to quickbooks online

As you send the invitation to your accountant, they will get an email containing a link. By clicking on this link, your accountant will be able to sign into the company data or file. When you buy a single-user license of QuickBooks, it allows for one specific person to access QuickBooks from up to two different computers, for example a home and a work computer. If you want multiple people to share access to QuickBooks, you have to buy either multiple single-user licenses or a multi-user license.

Mark Calatrava is an accounting expert for Fit Small Business. Your accountant https://www.wave-accounting.net/ must have QuickBooks Online Accountant to access your books.

Transfer account to a new or different Primary Master Admin in QuickBooks Online

In our experience it at times has been difficult to properly relay the problem to the customer service rep due to the fact that they cannot see the file on thier end. Furthermore, if you are working with a version older than 3 years ago, forget it.

Once you have your QuickBooks custom reports, you can then learn how to share custom reports in QuickBooks. If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history.


If the accountant is ready, they have to click on the “Yes” button and log in to the account. Your accountant may be prompted to create a username before logging into the company . Here, you need to add the “first/last name” and “email address” of your accountant. If you are willing to add them to your account, you should have complete knowledge of doing so.

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time. Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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