How to delete or change a user's access in QBO?

Certain roles, such as Reports only and Time tracker, do not count towards your user limit. These user permissions are not editable. Simply remove that user if you need to make changes to them. Then re-add them with the proper role.

Delete a user

Keep in mind that removing a user is irreversible. In the audit log, though, you may still see their history.

• Open QB and log in using a user profile that has the ability to manage users.• Go to the Settings tab.• Go to Users> Manage Users.• Locate the user you wish to remove. Then, in the Action column, pick the arrow icon.• Click Delete.• In the confirmation window, select Delete once more..

Changing user Access in QBOnline

*You must sign in with a profile that has ability to manage users in order to change user access.*After login in with your credentials, go to settings> manager users> find the user you want to change and select edit from the action column.

• In the user-type drop-down menu, select the new user type.• If appropriate in your case, choose needed user settings and then click Save.• Finally, request that the user log out and sign back in to view any updates or changes.

There are also some commonly asked questions, which we will address in the area below. This will assist you in answering some of the relevant questions.

*Can we add QBonline accounting software for many users?Yes, QBOnline offers a multi-user function that allows you to add several people to assist you with various activities and reduce your workload.

*In QBonline, what access does a basic user have?A basic user may create invoices, sales receipts, estimates, refunds, statements, charges, and credits, as well as accept payments from customers, see customer information, and add, delete customers, products, and services. They can also get reports on clients and accounts receivable.

*How many people do various QBonline support plans cover?Depending on your membership package, the number of users is limited. A basic start plan, for example, would accommodate 1 billable user + 2 accounting firms, an essential plan, 3 billable users + 2 accounting firms, a plus plan, 5 billable users + 2 accounting firms, and an advanced version, up to 25 billable users + 3 accounting firms.

*In QB, how can I go from multi-user to single-user mode?To do so, go to the QBfile menu and then select single user or multi-user mode. Payroll and bank feeds functionalities that have a lock-out option in multi-user mode are commonly utilized in single user mode.

*Could you kindly provide a step-by-step guide on how to deactivate the accountant's access from QBonline?To begin, log in as an administrator to QB Online and click to Settings. Select the accountant you want to remove from the drop-down menu under the action column, then click on manage users and choose the accounting firm tab. Finally, select the accountant you want to remove from the drop-down menu under the action column, and select the delete option from the drop-down menu. Your accountant will be deleted or removed from QBonline as a result of this action.

Source: delete or change a user's access in QBO

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