QuickBooks Online Support 📞+𝟏(𝟔𝟐𝟔) 𝟔𝟒𝟐-𝟖𝟎𝟏𝟎

Need help or want to deepen your knowledge of QuickBooks? Type your question in the search bar from the Help (?) button in QuickBooks to have the answers appear directly in the help panel in the product. If you still cannot find your answer, reach out to our customer care team.

How to contact customer support

1. Sign in to your QuickBooks Online company.

2. Select Help (?).

3. In QB Assistant, enter the topic you need help with. You can also enter questions.

4. Select Contact Us to connect with a live support agent.

5. Choose a way to connect with us:

• Start a chat with a support expert. Live chat M-F, 8 AM to 9 PM ET; SAT, 9 AM to 6 PM ET

• Ask the community to get help from businesses like yours.

• Call us. M-F, 9 AM to 8 PM ET

• Contact us through phone and chat for QBO Advanced M-F 9 AM-8 PM ET.

How to invite Intuit Support to access your QuickBooks Online data

Learn how to give Intuit Support access to your account by creating an accountant user profile.

There may be times when you need to provide an Intuit Support representative access to your QuickBooks Online company data. To do this, you’ll need to create a new accountant user profile for Intuit Support.

Create a new accountant user profile for Intuit Support

1. Select Settings ⚙.

2. Select Manage users.

3. Select Accounting firms.

4. Create an invite for Intuit Support:

• If you haven’t invited an accountant yet, enter CAQBOT2_Support@intuit.com in the Accountant’s email field, and select Invite. Follow the steps to verify your account.

• If you’ve already invited an accountant, select Invite and fill out the first and last name fields with “Intuit Support”. In the email address field, enter CAQBOT2_Support@intuit.com. Then select Save.

Add and manage users in QuickBooks Online

Learn how to add, manage, or delete user profiles.

You can add users to help with your company’s operations and bookkeeping, and customize each role, and provide individual permissions for specific tasks. You can also give your accountant access to review your QuickBooks company.

Note: Only users with the right permissions can manage user profiles in QuickBooks Online. If you need to, here’s how to change the primary admin for your company.

• Add a new user

• Manage user roles or permissions

• Delete a user

• Delete an accountant user

Add a new user

When you add a user, your subscription level determines how many users you can add. Certain roles don’t count toward your user limit, like Reports or Time tracking only.

1. Select Settings ⚙, then select Manage users.

2. Select Add user, then enter the user’s name and email address.
   Note: Special characters aren’t allowed other than a period on the user’s name. For the email field, you can use a period and the @ character.

3. Select the Roles ▼ dropdown, then select the role you want to assign to the user.

4. Review the features this role gives access to. You can expand each section.

5. Select the Account management settings you want to manage (if applicable for the chosen role).

6. Select Send invitation.

New users receive an invite to join the company. Ask them to select the Let’s go! link in the email. They can create a new Intuit Account or just sign in if they already have one.

Manage user roles or permissions

If you have QuickBooks Online Advanced, here’s how to manage user access.

1. Select Settings ⚙, then select Manage users.

2. Find the user you want to edit, then select Edit in the Action column.

• You can change the user role from the Roles ▼ dropdown.

• You can’t edit the Time tracking only roles. Instead, delete them, then add them again with the correct role.

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2. Select the account management settings you want to manage.

3. Select Save.

Ask the user to sign out then sign back into QuickBooks Online to see the updates. If you have QuickBooks Online Advanced, here’s how to manage user access.

Delete a user

When you delete a user, it’s permanent, but you can still view their history in the audit log.

1. Go to Settings ⚙, then select Manage users.

2. Select the ellipsis icon on the user you want to delete, then select Delete.

3. Select Delete user from the pop-up window to confirm.

Delete an accountant user

1. Go to Settings ⚙ and select Manage users.

2. Select the Accountants tab.

3. Find the Accountant’s name, then select Delete in the Action column.

4. Select Delete again from the pop-up window to confirm.

Get started and adjust settings after you sign up for QuickBooks Online

Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you’ll be directed to the homepage dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your income and expenses, your bank accounts, and more).

In this article, you’ll learn how to:

• Get to know your Home Dashboard

• Set up your company

• Manage users and their access

• Edit contact and sign-in information

Note: If you’re a new user, your dashboard won’t have any data. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances.

Get to know your Home Dashboard

The QuickBooks dashboard includes four different tabs: Get things done (Take me there), Business overview, Cash flow (Take me there), and Planner (Take me there). These tabs focus on your main reasons for using QuickBooks Online to help speed up the work. We’ve sorted critical actions such as set up, get things done, and explore how my business is doing, into different pages to help minimize information overload and make set up a breeze.

Get things done

Create an invoice, review banking transactions or record a bill on the fly with the Get things done (Take me there) tab. This tab allows you to quickly set up customers, review banking and expenses, and check on your payroll health.

Business overview

Truly own your small or medium sized business and gain massive insights at a glance with Business overview. With this tab you can track Cash Flow, your business’ profitability with profit and loss, expenses, invoices and sales widgets, and see all your connected bank account balances in one place.

Highlight what information is most important to you by customizing your view. In Business overview, select Customize. Select and drag widgets to reorder them, or select and drag the sides to resize some.

Note: The dashboard view may vary from one company user to another. QuickBooks Online determines what information it displays by each user’s access rights.

Set up your company

There are two ways to start your QuickBooks setup:

Option 1: Go through the list of company settings and set them at once

1. Open Account and Settings.

2. Navigate using the sections on the left menu and edit as necessary.

Check out these videos for more details on how to set up sales, expense, and advanced settings:

1. How to set up Sales settings

2. How to set up Expense settings

3. How to set up Advanced settings

Option 2: Configure settings as you work

When it’s your first time creating a report, a setup interview window will open for you. Each setup interview has simple, straightforward questions about what you’re looking to do and how you’re planning to use the function you’re using at that time.

When you answer these questions, you automatically configure your settings. You can answer some or all of the interview questions right away, or you can select Cancel. If you cancel, the next time you sign in to QuickBooks and create a report, the setup interview opens at the point where you left off.

If you want to change a setting, you can always open Account and Settings.

Manage users and their access

Users include the primary administrator and any other users the administrator has added. These users count toward your current user limit.

You must be a Primary Administrator or a Company Administrator to add, delete, or change a user’s access. To manage users, open Manage Users.

Check out this video for more info on how to add users and manage their settings:

How to add and manage users

Edit contact and sign-in information

QuickBooks Online allows you to change your own name, address, phone number, email address, and user ID. If you have the appropriate access, you can change another user’s name, email address, and access rights.

To change your own contact and sign-in information:

1. Open Company, then select Edit ✏️ in Contact info.

2. Edit the information as necessary.

3. Select Done.

To change contact and sign-in information for another user:

1. Open Manage users.

2. Select the user that you want to change then Edit.

3. Update the information as necessary.

4. Select Save.