Add and manage customers in QuickBooks Online. Try a 1-hour webinar with an expert to get familiar with QuickBooks. Here's how: Sign in to QuickBooks Online. Learn more about QuickBooks by watching our instructional videos. On the other hand, if you don't see the option to resend and the status shows Active, it means the user accepted your invitation to join your company and already set up a login. The Dashboard Page in QuickBooks Online: Instructions. To enable multi-user mode, go to the File menu in QuickBooks and choose 'Multi-User Mode. Start studying QuickBooks Online - Chapter 1. Select the Usage tab from left hand options. Or select + Add New to create a new custom role. FYI, some of this information from straight from the Intuit website or the Enterprise Solutions White Paper. QuickBooks Online Essentials helps manage the growing small business through automated billing features. Manage users in quickbooks online This can also be true with an existing user when you need to either dial back, or dial up access, for the work they will be doing.