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Understanding User Roles in Quickbooks Online

If you need help establishing your best practices, Zumifi is here to help.

Unlocking Full Control of Your Business Finances: Understanding User Roles in QuickBooks Online

In the world of business ownership, control over financial records is paramount. However, many entrepreneurs entrust this crucial aspect of their enterprise to accountants or bookkeepers. While it may seem logical, it’s vital to delve deeper into the roles and permissions within QuickBooks Online (QBO) to ensure that you retain complete control over your financial data. This article sheds light on the significance of user roles in QBO, particularly the Company Administrator and the Master Administrator.

The Company Administrator: Your Gateway to Financial Control

The Company Administrator in QuickBooks Online plays a pivotal role in ensuring that your business’s financial records remain under your jurisdiction. As a business owner, you must hold this position to access your books fully. This role empowers you to make informed decisions and maintain transparency in your financial operations.

The Master Administrator: The Guardian of Your QBO Realm

In the realm of QuickBooks Online, the Master Administrator reigns supreme. This individual holds the keys to your QBO subscription, wielding the power to modify company settings, manage user access, and transfer roles. It’s crucial to recognize that the Master Administrator is the ultimate authority over your financial kingdom.

Taking Charge of Your Finances:

One common pitfall arises when an external party, such as an accountant or bookkeeper, assumes the role of Master Administrator. In such cases, your financial control might hang in the balance, especially if the professional relationship sours. It’s a stark reminder that not every aspect of your business should be delegated. The Master Administrator role demands your unwavering trust, as it directly impacts the destiny of your financial records.

Why You Should Be the Master Administrator:

The question arises: why should you, as the business owner, be the Master Administrator of your QuickBooks Online account? The answer is simple – your financial records are your responsibility, and control over them should remain firmly in your grasp. While being the Company Administrator is a step in the right direction, it’s the Master Administrator role that guarantees you the ultimate authority.

Zumifi: Your Financial Partner

At Zumifi, we recognize the critical importance of controlling your financial records. Our suite of financial management services is designed to empower you with the discipline and insight needed to navigate the complexities of business finances effectively.

Our experienced team operates like a personal trainer for your business, guiding you towards optimal financial health. We offer outsourced CFO services that encompass customized performance tracking, budget creation, cash flow projections, internal controls implementation, and technology optimization advice. We also provide confidential support to top-level executives, ensuring your business thrives with our expertise.

For those managing their bookkeeping, our financial review and oversight services offer peace of mind, backed by our proficiency in QuickBooks and financial analysis.


In conclusion, understanding user roles in QuickBooks Online is paramount to maintaining control over your business finances. As a business owner, you should be the Master Administrator, ensuring your financial records are never at risk. Zumifi stands ready to be your partner in financial success, offering services to streamline your bookkeeping processes and elevate your business to new heights. Take charge of your financial destiny – contact us today.

Contact us today to learn how we can help you streamline your bookkeeping process and take your business to the next level.

If you need help establishing your best practices, Zumifi is here to help.

Understanding User Roles in Quickbooks Online

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