Set up Administrator in QuickBooks Online [In Detail]

Set up Administrator in QuickBooks Online

James Richard

Last Update 6 months ago

The Right Procedure to Set Up an Administrator in QuickBooks Online

As you want to set up an admin in QB for several roles without facing any issues, go through the process mentioned below: 

Set up a company admin

  1. First, move toward the Gear icon > click on the Manage users option
  2. Create and mention the user name to make the company admin
  3. Hit on the Edit
  4. Modify their role to Company admin from the Assign roles segment
  5. Click on the Save to confirm

Add a new user in QBDT

  1. Hit on the Users from the company tab
  2. Pick the Set up users and Roles option
  3. Provide the admin password > hit OK
  4. From the Available roles segment> choose a role to add
  5. Hit on the Add > Ok

Add a new user in QBO

  1. First, you have to open Settings
  2. Select the Manage Users option
  3. Click on Add user, > give the name and email for the user
  4. Select a role from the Roles page to assign to the user
  5. Review the access level of the chosen roles; each segment can exceed
  6. If needed, open the Account Management settings for the role you want to manage
  7. Hit the Send to invite the user

Customize Predefined Roles

  1. First, access the Company menu
  2. Click on the Users segment
  3. Choose the Set up Users and Roles option
  4. Provide the admin password > click on OK
  5. Open the Roles list tab
  6. Hit on the role and select Edit to review its access
  7. Under the right column, you will see the Area access level of the role you chose
  8. You can look for the None, Full, or partial option > and configure the access for a specific role
  9. After this procedure, hit the OK to save option

Generate a new custom role

  1. Move to the Company tab
  2. Select the Users option
  3. Click on the Set up Users and Roles
  4. Give the admin password> press Ok
  5. Access the Role list > hit New
  6. Provide a name for the role and description as per your requirements
  7. Navigate to the area and activities segment
  8. Select an area of your account
  9. Check and allocate permissions levels to each segment as per the roles as None, Full, or Partial
  10. Hit OK to save the new role after setting the permissions

Reviewing and managing roles and permissions

  1. Navigate to the Company menu> look for the Users option
  2. Click on Set up Users and Roles
  3. Provide the admin password > hit OK
  4. Move to the Role list tab
  5. Tap on the View Permissions segment
  6. At the end, choose the Roles to review and click on the Display
If you are experiencing issues where the QuickBooks Outlook is not responding, check user roles and permissions, and make sure that QuickBooks has the necessary access to communicate with Outlook correctly.

Summary

In this blog, we have outlined the steps to set up an administrator in QuickBooks Online. If you get stuck in any procedure, you can contact the QDM technical team directly by dialing +1.833.802.0002 so they can guide you and resolve any queries.

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