Please refer to this article for a complete guide: Managing accountant users in QuickBooks Online. You can invite them through the Manage Users page. They may integrate it in a future update if it is approved.Īdditionally, you can add a maximum of two accountants to review your account. All requests will be gathered and reviewed by our Product Development team. You can go to the Gear or Settings icon and select Feedback. I also encourage you to share your product ideas with us so that we can improve our software and your experience.
Choose the user settings, if applicable.In the User type drop-down ▼ menu, select the new user type.If you want to change the user access to your liking.
You have the option to manage and edit the user's role permission. The information that appears on the Dashboard page depends on the user access level. I understand the importance of customizing or adding items to your dashboard page. Here you'll see an overview of your business and it will be updated as you entered transactions in QuickBooks Online.
The Dashboard display as a default when opening your company file or account. To answer your question about adding an item on the dashboard is no, Michael.
