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Admin Portal

Multi-User Access to Multiple Company Files, all from one Subscription

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Admin Portal for QuickBooks Online

Run more efficiently with the new Admin Portal, a dashboard for adding multiple companies and multiple users under one subscription.

Single Subscription

Access multiple company files from
one subscription of Transaction Pro.

User Roles

Owners, Admins and Participants all
have different levels of access.

Limit Access by User

Block users from accessing certain
companies.

Remove Permissions

Permissions are automatically updated when companies or users are removed.

Email Notifications

Users are automatically notified by email of access or permission changes.

US-Based Support

Articles, video tutorials, online chat, and email support at your fingertips.

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User Types

Owners

can add or remove Admins and Participants, can connect QuickBooks company files to Transaction Pro, and have full billing
access.

Admins

can add or remove Admins and Participants, can connect QuickBooks company files to Transaction Pro, and have full billing access.

Participants

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 and Companies at Once

View by User

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.

View by Company

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.

Buy Transaction Pro for QuickBooks Online with the new Admin Portal

System Requirements
  • Windows Vista, 7, 8, or 10 or Windows Server 2008 or later
  • QuickBooks Pro and Premier 2007 – 2020 or QuickBooks Enterprise 2.0 – 20.0
  • TLS 1.2