Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I'd be your guide to ensure you select the appropriate user role for your sales staff, CS.
You can choose the Standard limited customers only role so your sales staff will have access to estimates, invoices, and inventory. However, this has limited access to reports. For reference, check this article: User roles and access rights in QuickBooks Online.
Once ready, follow these steps to proceed:
You can read this guide for additional information: Add and manage users in QuickBooks Online.
Moreover, adding users will depend on your QuickBooks Online (QBO) subscription. To know how many billable user you can add, read this link: Learn about usage limits in QuickBooks Online.
Should you need additional information about the managing user access, please post a comment below. I'm just around the corner to assist. Have a good one.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here