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