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adriennesim-gmai
Level 1

Hi! I do not want my staff to have access or be able to view sales and expenses. Is it possible to have them only have access and viewing of invoices only?

 
4 Comments 4
Fiat Lux - ASIA
Level 15

Hi! I do not want my staff to have access or be able to view sales and expenses. Is it possible to have them only have access and viewing of invoices only?

Consider having a 3rd party app as a workaround or using a 3rd party merchant service to limit the access for salespersons.

 

adriennesim-gmai
Level 1

Hi! I do not want my staff to have access or be able to view sales and expenses. Is it possible to have them only have access and viewing of invoices only?

WOW! Really?  Argh, that sounds very complicated.  ARGH!

Fiat Lux - ASIA
Level 15

Hi! I do not want my staff to have access or be able to view sales and expenses. Is it possible to have them only have access and viewing of invoices only?

It shouldn't be complicated as you might be afraid. This app will integrate it with your QBO and you don't need to give your sales team access to QBO.

Trish_T
QuickBooks Team

Hi! I do not want my staff to have access or be able to view sales and expenses. Is it possible to have them only have access and viewing of invoices only?

Hi adriennesim-gmai,

 

Thanks for reaching out here.  Welcome!  QuickBooks Online provides the ability to manage users and their permissions with peace of mind.  You can set specific access rights as outlined in the is helpful guide.

 

Let us know if you have other questions.  We'd be happy to help!

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