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tracy9604
Level 1

Hi, how do i set restrictions for my staff to only have access to account receiveable and not account payable? I would want to limit the access of info for each staff.

So that each staff can only access to certain portion of the info in QB and not the financial status of the acc of the company.
1 Comment 1
GebelAlainaM
QuickBooks Team

Hi, how do i set restrictions for my staff to only have access to account receiveable and not account payable? I would want to limit the access of info for each staff.

Hello there, @tracy9604. Here are some steps to edit your user's permission access in QuickBooks Online (QBO).

 

You can select the Standard user type if you want to set different access levels for this user. You can choose to give them all access, limited access or none. Please see this article for more detailed information on what the standard user can and can't do in your QuickBooks account: User roles and access rights in QuickBooks Online.

 

So if you've decided on what type of access you want your user to have, you can edit them. I'll show you how.

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Locate the user you want to edit and click the Edit option from the Action column.
  4. Choose the User type dropdown and select Standard user.
  5. You can select the Limited option and pick Customers if you want this user only to view the account receivable. Or you can choose a different type of access with your preference.
  6. Click Save.
  7. Then ask the user to sign out and sign in again into QuickBooks Online to see the updates.

 

You can refer to this article for further details: Add and manage users in QuickBooks Online.

 

Please let me know in the comment section if you need further assistance. I'll be happy to guide you. Take care!