You will need to choose which accounts and/or plans to assign to the user. How to Convert a Quote to an Invoice Creating a Purchase Order From a Quote How to Be Sent a Backup of Each Quote/Invoice (BCC Email) How Do I Know if. Note: Before you start to add a new user, make sure you have his or her user ID and email address. Administrator: The Billing Center supports multiple administrators, each of whom have full control over accounts and users.If something goes wrong (like a hard drive crash) you just copy back the folder and. The entire Express Invoice folder will be copied to that folder. Ask your Network Administrator to create a safe folder on the shared server. Manager: This user acts as an administrator for specific accounts or plans, including assigning new users, adding payment information, paying invoices, and disputing charges. This is a good option if you are working in an office.View, Pay, and Dispute: This user can add payment information to their wallet, pay invoices, and dispute charges.scroll back up to the very top of the page and click SAVE CONFIG. View Only: This user can view and download invoices for their assigned accounts and update billing communications preferences. QuickBooks Online Mapping - How do I configure my Invoice Pay Terms Mapping to export.Both new and existing users can be assigned one of four roles: You can add and remove users from the Manage Users page under Administration. Make sure you have an invoice for the account you wish to add from the previous 45 days. From the My Accounts page under Administration, you can select Add Account to start the process.
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