User roles and access rights

You can see and do tasks in every part of the account, including changes to people’s permissions and roles, and other admin tasks. 

• When you first set up the account, you are assigned the primary admin role. The primary admin can also give people the company admin role.
• If you are a company admin, you can perform the tasks above, except changing or reassigning the primary admin.

Note: Only admins can add, edit, or delete other admins, even if someone has permission to manage other people’s permissions or roles.

You can see and do everything with customers and sales, and suppliers and purchases. You can also:

• Add, edit, and delete employees
• Change preferences
• View activity log
• Create, edit, and delete budgets
• Add, edit, and delete accounts
• View and categorise online bank feeds
• Make deposits and transfer funds
• Reconcile accounts and make journal entries
• View all reports
• Manage tax data and settings
• Access and manage aspects of currency and multicurrency

In QuickBooks Online Accountant, you can also be assigned the Standard all access role. Firm members can use this to access their clients' companies who have QuickBooks Online Advanced.

Note: This role was originally the “Standard all access without payroll” role. It was renamed since May 2024.

You can access all bookkeeping and account tools, and financial reports. You can’t manage other roles, or do admin tasks. 

You can see and do everything with customers and sales, and suppliers and purchases. You can also:

• View activity log
• Create, edit, and delete budgets
• Add, edit, and delete accounts
• View and categorise online bank feeds
• Make deposits and transfer funds
• Reconcile accounts and make journal entries
• View all reports
• Manage tax data and settings
• Access and manage aspects of currency and multicurrency

Note: This role was originally the “Standard limited customers only.” It was renamed May 2024 and given the ability to record bank deposits.

You can see and do everything with customers and sales, and accounts receivable (A/R) reports. You can also:

• Enter estimates, invoices, sales receipts, credit notes, and refunds
• Enter charges and credits
• Create and delete statements
• Receive payments from customers
• Fill out timesheets for anyone
• Add, edit, and delete customers, products, and services
• Enter bank deposits
• View customer and A/R reports
• View tax rates and agency settings
• Use and adjust tax in sales transactions and general journal entries (such as manually overriding calculated tax amounts)
• Add, edit, and delete currencies
• Edit exchange rates
• Add, edit, and delete projects
• Add invoices, time, project estimates, and receive payments to projects

You can't:

• Print cheques (including refunds)
• Make bills and purchases billable to customers
• Add, edit, and delete accounts and inventory
• View account histories
• See total income and expenses on home, supplier, and customer pages
• Prepare and file a tax return and record sales payments
• Set up multicurrency
• Perform home currency adjustments
• Add expenses, bills, and purchase orders to projects

Note: This role was originally the “Standard limited suppliers only” role. It was renamed May 2024.

You can see and do everything with expenses, suppliers, and accounts payable (A/P) reports. You can:

• Enter bills from suppliers
• Enter cash and credit card purchases
• Pay bills, write cheques, and view cheque detail reports
• Print cheques (except refunds)
• Add, edit, and delete suppliers, products, and services
• View supplier and A/P reports
• View tax rates and agencies
• Use/adjust tax on purchase, card, and banking transactions, including overriding calculated taxamounts)
• Run tax reports or view tax history
• Prepare and file tax returns and record tax payments
• Add, edit, and delete currencies
• Edit exchange rates

You can't:

• Add, edit, and delete accounts and inventory
• View account histories
• Set up new tax agencies or change tax settings or change existing tax rates, tax methods, or agency settings
• Set up multicurrency
• Perform home currency adjustments

You can only submit timesheets.

You can't use any of the accounting features in QuickBooks Online.

You can only access sales transactions and customers.

You can only access expense transactions and suppliers.

You can only access inventory and suppliers.

Note: This role is available only in QuickBooks Online Advanced.

You can only access payroll, expenses and payroll reports.

Custom roles let you create your own roles and define access to specific areas in QuickBooks Online. This gives you even more control on what your team can see or do.

You can see all reports, except reports that show payroll or contact info. You can create custom reports, and add report groups, but can’t view the actual transactions. 

You can’t access the audit log.

Note: This role isn’t available to QuickBooks Online accounts that are connected to QuickBooks Time. If you integrate QuickBooks Time, this role is removed.

You can access timesheets and time reports, and enter timesheets for yourself.