Add, Delete or Change User Access in QuickBooks Online

by James Antonio

There is one thing that we all will agree upon i.e., a business owner cannot do all the things related to business single-handedly. He/ she will need multiple helpers for different departments. Let us take the example of the Accounting and finance department, a business owner cannot handle day-to-day business activity as well as post the entries prepare the accounts and financial statements.

An appointed accountant will take care of these activities, but even an accountant alone may not be able to handle the things solely especially if the business is upgrading, then there will be the requirement of other accounting personnel who would help the accountant in proper bookkeeping, invoicing, payment and other activities. Now you must be thinking, how all these people would be able to work on the books of accounts at the same time on the same accounting software.

Well, the good news is that you do not need to worry about it even a bit, because QuickBooks Online allows multiple users on its platform, which means, you as a business owner, your accountant, other employees, and users all can access QuickBooks Online accounting software with their separate credentials and do the work at the same time. So, in this article, we will discuss the process of adding, deleting, and changing user access in QuickBooks Online.

Add, Delete or Change User Access in QuickBooks Online
Add, Delete or Change User Access in QuickBooks Online

Process Steps for Adding, Deleting, and Changing the User Access in QuickBooks Online

Adding a User

Step 1. For adding a new user in QuickBooks, you will have to send an invitation to them, you can do so by following the below steps:

  • Click on Settings > then Manage Users > click on Add users.
  • Now choose the user type that you wish to create, enter the user’s name, email address and click on save.

Step 2. In the second step, ask your user to accept the invitation by checking the email from QuickBooks-email@intuit.com. The user will have to click on the ‘Let’s Go’ message in the email, which will take them to the login page, where they can move ahead and create their account.

Deleting a user

Step 1. First, click and sign in with the user profile that has permission to manage users and then select Settings.

Step 2. Now click on Manage users and click on the user that you wish to delete, click on the arrow icon in the Action column and click on delete.

Step 3. Now you will see a confirmation window on the screen and then click on delete again.

You should keep in mind while deleting a user that this action is not reversible, you will be able to view the history of the deleted users in the audit log.

Changing user Access in QuickBooks Online

Step 1. For changing the user access as well, you need to sign in with the profile that has access to manage users.

Step 2. After logging in with your credentials, click on settings > choose Manage users > look for the user that you wish to edit and click on edit in the action column.

Step 3. Now choose the new user type in the user-type drop-down menu.

Step 4. Select required user settings if it is applicable in your scenario and then click on save.

Step 5. Lastly, ask the user to log out and sign in again to see updates or changes.


There are some frequently asked questions as well, which we are going to discuss in the below section. This will help you out a little bit more on the related queries.

Can we say that QuickBooks Online is a multi-user Accounting Software?

Yes, definitely, QuickBooks Online has a multi user feature that will allow you to add up multiple users to help you out in various tasks and ease up your burden.

What all Accesses does a Standard user has in QuickBooks online?

A standard user can enter invoices, sales receipts, estimates, refunds, statements, charges, and credits, receive payment from customers, view customer register, add, delete the customer, product and services as well. They can also view customer and account receivable reports as well.

How many users do Different Plans in QuickBooks Online Support?

There are different limits of the users as per your subscription plan. For example, a simple start plan would support 1 billable user + 2 accounting firms, an essential plan will support 3 billable users + 2 accounting firms, plus plan will support 5 billable users + 2 accounting firms and an advanced version can support up to 25 billable users + 3 accounting firms.

How can I Switch from Multi-User to Single-User mode in QuickBooks?

You need to first click on the QuickBooks file menu, now switch to single-user or multi-user mode. Single user modes are generally used for payroll and Bank feeds functions which have a lock-out feature in multi-user mode.

Can you Please List Down the Steps to Remove the Accountant’s Access from QuickBooks Online?

First of all, login into QuickBooks Online as an admin and Go to settings. Now click on Manage users and choose the accounting firm tab, now select the accountant that you want to remove and choose the delete option from the drop-down menu under the Action column. This will delete or remove your accountant from QuickBooks Online.

How can you add a New Team Member to QuickBooks Online Accountant?

You need to first login into QuickBooks Online accountant as an admin or you can also log in with the user profile with full access and then go to the team menu. Now click on add user, enter your team member’s info and click on next. Now select the access level in the access dropdown and click on Next again. And if you want to give admin access to your user for some client, do it in this step and save when you are done.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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