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TomatoSoup
Level 1

Restricted user to send purchase orders

Hi all, I have been searching but can't find a definitive answer to my question.

Is it possible to set up a restricted user for QB Online who can only create and send purchase orders to suppliers?

They would also need to create suppliers, add/modify etc.

Thanks

6 REPLIES 6
ReymondO
QuickBooks Team

Restricted user to send purchase orders

Good day, @TomatoSoup.

 

For now, setting up a specific user access such as creating and sending purchase orders is unavailable in QuickBooks Online (QBO). 

 

When you assign the standard user role, QuickBooks lets you choose the user’s access rights. You can choose to give them all access, limited access, or none.

 

If you choose limited access, here is the list of what they can do in your account: 

 

  • Enter bills from suppliers
  • Enter cash and credit card purchases
  • Pay bills, write checks, and view check detail reports
  • Add, edit, and delete suppliers, products, and services
  • View supplier and A/P reports
  • View tax rates and agency settings
  • Use and adjust tax in purchase, credit card, and banking transactions (i.e. manually overriding calculated tax amounts)
  • Run tax reports or view tax history
  • Prepare a tax return, record a payment or refund, or file taxes
  • Add, edit, and delete currencies
  • Edit exchange rates

 

For more details, please check out this article: User roles and access rights in QuickBooks Online.

 

In case you need an accountant to review your QuickBooks company file, you can also invite them as a firm user to make sure your books are accurate.

 

Keep me posted if you need anything else or if you have other questions about managing a user in QuickBooks. I'll be here to help. Have a great weekend.

Fiat Lux - ASIA
Level 15

Restricted user to send purchase orders

@TomatoSoup 

Consider having an additional app for the user. You don't need to give the user any access to your QBO account.

TomatoSoup
Level 1

Restricted user to send purchase orders

An additional app? sounds like a plan, can you explain more?

Fiat Lux - ASIA
Level 15

Restricted user to send purchase orders

What kind of business do you run? Trading merchandises or else?

TomatoSoup
Level 1

Restricted user to send purchase orders

Construction, need a better way of purchasing building materials and keeping track of PO's paid/unpaid delivered/not delivered etc, I hate the current excel sheet.

Fiat Lux - ASIA
Level 15

Restricted user to send purchase orders

Explore these construction management app with order management feature to integrate with your QBO account.

https://www.knowify.com/contractor-business-software?advisor=Advisor16374

https://www.builderprime.com/?via=quickbooks

 

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