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C
CBC2 Bookkeeper
February 15, 2022
Question

Custom User Access

  • February 15, 2022
  • 2 replies
  • 0 views

Is it possible for a user in Quickbooks Online to be restricted to only viewing/ creating estimates and invoices and viewing customers?

2 replies

P
payment after leaving
Level 10
February 15, 2022

Hi CBC2 Bookkeeper We've provided a link in relation to what functions are available for each type of user.https://intuit.me/3qg8hDo

 

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
February 15, 2022

@CBC2 Bookkeeper 

If the default role options available in QBO are too many for the user, consider having a free invoicing app as a workaround. Then you can use the connector to duplicate the data every time a user creates an Estimate/Invoice to your QBo account automatically.

 

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