If you want to add a new team member to Your Practice, what types of user permissions can be set up?

Add a new team member

From the left menu, select Team under Your Practice.

Select Add user, then fill up the fields accordingly.

Select Next, then choose the level of access for this member

Select Next, then select which client this member can access.

Select Save and close.

Edit a team member's info and setting

Here's what you need to do to make changes to your team member's info. If the team member you need to edit is inactive make them active first.

From the left menu, select Team under Your Practice.

Select the team member's name you want to edit.

Make the changes you want, then select Save.

Check your team's credentials

Want to see all of your employees QuickBooks certifications?

Go to the Team menu.

Select the Training tab.

This shows you everyone's certification and whether they're still valid. If one anyone needs to renew, the status will be Inactive.