Authorized Users


Authorized Users are all users who have access to the company account.



 Every User has an assigned role that governs the access they have to the account

  • Full User: Can do everything but delete the company.
  • Limited User: Can create bills, invoices, payees, customers, and transactions. Cannot modify company settings, accounts or sharing settings. Also able to manually upload transactions to an existing account.
  • Read Only User Can view everything and change nothing.



 There are no limits to the number of users that can access a company's set of books.

Additional Resources:



Have more questions? Submit a request


Please sign in to leave a comment.