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How to add new QuickBooks users to SaasAnt Transactions (Online)?

Have you got other people in your company who need to use your QuickBooks Online account? Well, you can add new users to your SaasAnt Transactions (Online) application easily and you can give them the permissions they need to work on your QuickBooks company file.


Steps to add new QuickBooks users to SaasAnt Transactions (Online)




Follow the below steps to add new users to SaasAnt Transactions (Online) application.

 

Step 1: Click on the "Manage Users" sub menu from the Settings.


add new QuickBooks users


Step 2: Now Click on the "Add" button.


adding new QuickBooks users


Step 3: Provide the following fields to create the new QuickBooks user.

  • First Name
  • Last Name
  • Email Id
  • Role


add quickbooks users


Step 4: The newly created user will get an email to reset the password.


new quickbooks users


Step 5: The user has to navigate to the reset password link and provide the new password.


adding quickbooks users


Step 6: Now the QuickBooks User can log in to your account using the given email Id & password by using this Login URL.






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