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Level 2

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

 
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Best answer November 17, 2020

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QuickBooks Team

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

Hello Kris34, 

 

You cant add a user to be able to just view and do invoicing the closest thing you will get is if you put them as a standard user so main cog wheeel>manage users>standard user>limited access>customer you will be able to then see a list of what they can and can not do in Quickbooks but that is the closest you will get. 

View solution in original post

QuickBooks Team

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

Hello kris, you can either enter the invoices into qb or you can upload them via csv. If you go to main cog wheel>under tools>click import data> click on invoices we would recommend downloading the sample file so you know what yours needs to be like then save the file and then click browse and follow the steps to upload it. 

View solution in original post

5 REPLIES 5
QuickBooks Team

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

Hello Kris34, 

 

You cant add a user to be able to just view and do invoicing the closest thing you will get is if you put them as a standard user so main cog wheeel>manage users>standard user>limited access>customer you will be able to then see a list of what they can and can not do in Quickbooks but that is the closest you will get. 

View solution in original post

Level 2

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

Thank you for your response. As I already raise invoices separately and email to my clients, am I able to just upload the invoice into Quickbooks or should the invoice be raised within the invoices section.

 

Thanks again.

 

Kris.

QuickBooks Team

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

Hello kris, you can either enter the invoices into qb or you can upload them via csv. If you go to main cog wheel>under tools>click import data> click on invoices we would recommend downloading the sample file so you know what yours needs to be like then save the file and then click browse and follow the steps to upload it. 

View solution in original post

Level 2

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

Thank you! Very helpful.

QuickBooks Team

Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

No problem at all Kris, have a lovely day,