Run more efficiently with the new Admin Portal, a dashboard for adding multiple companies and multiple users under one subscription.
can add or remove Admins and Participants, can connect QuickBooks company files to Transaction Pro, and have full billing
can add or remove Admins and Participants, can connect QuickBooks company files to Transaction Pro, and have full billing access.
can access QuickBooks company files assigned to them, can have access to billing, and can be associated with more than one Transaction Pro subscription.
See all users in your subscription, their access levels and their total company connections. Click on a user’s name to change their role, give the user access to a company, change billing access level or delete a user.
See all companies and the number of users connected. Easily add or remove a company from your subscription. Click on a company name to see the individual users connected and their access level or add more users to the company.