Today, we will delve into the essential steps for incorporating users into QuickBooks, tailored specifically for business owners and accountants. This comprehensive guide will navigate you through the entire process, providing in-depth insights into user management, ensuring a seamless experience for both business owners and accountants.
Follow these steps to add a user to QuickBooks Online:
Step 1: Log in to QuickBooks Online (QuickBooks) using your credentials.
Step 2) Click on the Gear icon located in the top right corner.
Step 3) Under Your Company tab select Manage Users.
Step 4) Click the "Add User" Tab
Step 5) Please select the option "Company Admin"
Step 6) Enter the user information below
a) First Name
b) Last name
c) Email address
Note: The user will receive an email notification to their email address to create their credentials.
If you encounter any challenges during this process, feel free to contact us at migration-agent@saasant.com. We are here to assist you.