QBO User Access, Roles & Audit Log

Question 1

A ProAdvisor needs to access a client's QuickBooks Online company. What is the standard way to get access?

Accepted Answer

The client invites the accountant by email as an accountant user

Answer

The client invites the accountant by email from the Manage users page, and the ProAdvisor then accepts the invitation. This keeps access separate and traceable and avoids sharing credentials. Accountant users generally do not count toward the client's billable user limit.

Question 2

A client's bookkeeper should enter bills and invoices but must not see payroll or change company settings. Which approach is best?

Accepted Answer

Create a standard user with limited access to the specific areas needed

Answer

A standard user with limited access (or the equivalent custom access) lets you grant only the areas the person needs, such as sales and expenses, without exposing payroll or settings. This applies the principle of least privilege.

Question 3

A ProAdvisor wants to see who changed a transaction and when it happened. Where should they look?

Accepted Answer

The Audit Log under Settings

Answer

The Audit Log records user activity, including who added, changed, or deleted data, the date and time, and the event type. You can filter it by user, date, and event.

Question 4

Which user type is intended for someone who only needs to view reports and cannot enter transactions?

Accepted Answer

Reports only

Answer

The Reports only role gives view access to reports without allowing the user to enter or edit transactions. Time tracking only is limited to entering time.

Question 5

Who is the primary admin in a QuickBooks Online company?

Accepted Answer

The user who owns the subscription and has full control, including billing and managing other admins

Answer

The primary admin is the owner of the company account and has full control, including the subscription and user management. Ownership can be transferred to another admin, but there is only one primary admin at a time.

(QBO) Certified QuickBooks ProAdvisor Practice Test

(QBO) Certified QuickBooks ProAdvisor Practice Test

QBO User Access, Roles & Audit Log