How to allow staff to invoice, post payments and capturing

Hello there, admin358. You can assign your team member the role of Accounts Receivable Manager. I’m here to guide you through the steps.

Please remember that adding users depends on your QuickBooks Online subscription. For more detailed information, refer to the article Learn about usage limits in QuickBooks Online.

Here’s how to add your staff member:

1. Go to the Gear icon and select Manage users.
2. Fill in the fields with the necessary details.
3. Choose Accounts receivable manager in the Assign roles dropdown.
4. Click Send invite.

Once they receive the invitation, they can follow the instructions in this article to get started: Accept an invite to join QuickBooks Online.

After adding the user, you can monitor their activities within the company using the audit log feature.

If you have any other questions about adding staff in QuickBooks, please let us know, admin358. We’re here to help.