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You're reading from  Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

Product typeBook
Published inNov 2022
PublisherPackt
ISBN-139781803243634
Edition4th Edition
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Author (1)
Crystalynn Shelton
Crystalynn Shelton
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Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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Giving other users access to your QuickBooks data

The ability to give other users access to your data is one of the many benefits of using QBO. With the exception of QBO Advanced, which includes three accountant users, the other QBO subscriptions include access for two accountant users and access for one or more additional users. There are five types of users that you can create in QBO:

  • Standard user
  • Company administrator
  • Reports-only
  • Time tracking
  • Accountant

We will discuss each of these in more detail in the following subsections.

Standard user

You can give the standard user full or limited access to your QBO data, excluding administrative privileges. You can choose to give the standard user full access, access to customers and vendors, access to customers only, or access to vendors only.

Go through the following steps to create a standard user:

  1. From the gear icon, select Manage users in the YOUR COMPANY column,...
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Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition
Published in: Nov 2022Publisher: PacktISBN-13: 9781803243634

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton