Change your team's admin access in QuickBooks Online Accountant

Learn how to change user permissions for firm info and client companies.

Advisors can manage team members’ access to their clients using roles based access. Manage and customise employee access to the firm’s books with more permissions to decrease the risk of viewing sensitive info. Also restrict actions to specific employees within the firm.

Or, if you need to add, edit, or remove team members, learn how to manage users of your firm.

Here's how to change permissions so each team member has the access they need for their role.

Change your team's access to firm info

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to the Team menu.
3. Find the team member and select Edit in the Action column.
4. In the Roles section, select the dropdown ▼ to choose a predefined or a custom role.
5. (Optional) To grant or deny more granular access to firm features,
   1. Select View all permissions.
   2. Under Add additional permissions, select a permission category to expand it, then select or uncheck a permission, as needed.
6. When you’re done, select Save changes.

See more info about user roles and access in QuickBooks Online and custom firm roles in QuickBooks Online Accountant.

Change your team's access to client's books

You can assign specific roles to any team members and limit what they can do in the client's books.

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to the Team menu.
3. Find the team member and select Edit in the Action column.
4. In the Access to clients section, select Edit client access.
   Note: Not all roles are available across clients. Learn more about client access roles.
5. If you know the team member will need the same role permissions for each, select Edit client access, then select one or more clients to give access to them.
   Note: To deny access to a client, uncheck the checkbox next to that client.
6. Select Save changes.

This gives them full admin access to manage the client's QuickBooks accounting data. If your team member needs more access, here's how to transfer the primary admin role.

About predefined roles for clients

You can assign team members any role to access any given client's books, regardless of their QuickBooks Online subscription or additional QuickBooks attach offerings they may have.

Any permissions a role grants a team member beyond what the client's subscriptions include will have no effect.