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SCG1
Level 1

Quickbooks online essentials

Can I create custom user roles in Quickbooks online essentials? Giving access to only limited accounts on the Chart of Accounts?

Solved
Best answer March 27, 2023

Best Answers
IntuitSheila
Level 8

Quickbooks online essentials

Hi SCG1,

 

Welcome to the Community!

 

In QuickBooks Online (QBO), you can have a primary admin, company admin, and standard user type. For the standard users, you can set different access for this user type. However, setting the limit to access to the chart of accounts only is unavailable to the current features offered.

 

Here's a summary of what the access options allow.

 

  • All access
  • None
  • Limited (customers only)
  • Limited (suppliers only)
  • Limited (customers and suppliers)

Having an option to add users with limited access to Chart of accounts is currently unavailable. I recommend sending feedback to our Product Development Team to help improve your experience in QuickBooks Online. Just go to the Gear icon and select Feedback

 

You can check this link to learn more about different users in QBO: User roles and access rights in QuickBooks Online.

 

Post again in the Community if you have more questions. I'll be here to help you!

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1 Comment 1
IntuitSheila
Level 8

Quickbooks online essentials

Hi SCG1,

 

Welcome to the Community!

 

In QuickBooks Online (QBO), you can have a primary admin, company admin, and standard user type. For the standard users, you can set different access for this user type. However, setting the limit to access to the chart of accounts only is unavailable to the current features offered.

 

Here's a summary of what the access options allow.

 

  • All access
  • None
  • Limited (customers only)
  • Limited (suppliers only)
  • Limited (customers and suppliers)

Having an option to add users with limited access to Chart of accounts is currently unavailable. I recommend sending feedback to our Product Development Team to help improve your experience in QuickBooks Online. Just go to the Gear icon and select Feedback

 

You can check this link to learn more about different users in QBO: User roles and access rights in QuickBooks Online.

 

Post again in the Community if you have more questions. I'll be here to help you!