QuickBooks Online - Staff Requests to be Added to QBO
Modified on: Tue, Feb 14 2023 5:08 PMISSUE:
Staff cannot gain access to clients that are managed in our KSM QBO environment
RESOLUTION:
KSM Staff or KSM IT - BusApps can grant staff access to client(s) through our QBO admin account
- open qbo.intuit.com
- Select Team from the left side
- Locate the staff to add to clients and select Edit
- Select the Client Access tab > check mark the client(s)
- Select Save
The KSM Staff will now have access to the client in our KSM QBO Managed account.