Within QuickBooks Online Accountant, Firm Owners (and users with the appropriate administrative access) can specify the access of other users within the firm.

 

The three levels of access within QuickBooks Online Accountant

Access, for any user, is broken down into the following three categories:

  • Full Access
  • Basic Access 
  • Custom Access

Within each category, there are settings that can be modified to provide the desired access for the user.

Note: When any setting is modified, outside of what is set by selecting Full or Basic access, the access level will be changed to Custom.

 

FAQs on Full Access, Basic Access, and Custom Access

FAQs on Custom Access for Firm Administration, Firm Users, Subscriptions and Billing, Firm Books, and Managing Clients

Firm Administration

Firm Users

Subscription and Billing

Firm Books

Managing Clients

Where can I find these settings?

How to view/edit Firm Administration and Books:

  1. From the Navigation menu, select Your Practice, then Team.
  2. Click on the Name of the team member you wish to edit.
  3. In the Edit user screen, click the Firm Administration and Books tab.