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southeaststatict
Level 1

Can I set up separate admins so staff can raise invoices but not have access to the rest of my QuickBooks ie profit and loss etc

 
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Best answer December 04, 2019

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JamesC
QuickBooks Team

Can I set up separate admins so staff can raise invoices but not have access to the rest of my QuickBooks ie profit and loss etc

Hello Southeaststatict,

 

You are able to set up Users under "Regular" or "Limited" access rights, and set them to only view Customers and Sales related information.

 

See this link for more information on understanding User Types within QuickBooks Online:

 

https://quickbooks.intuit.com/learn-support/en-uk/manage-your-quickbooks-account/learn-about-user-ty...

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1 REPLY 1
JamesC
QuickBooks Team

Can I set up separate admins so staff can raise invoices but not have access to the rest of my QuickBooks ie profit and loss etc

Hello Southeaststatict,

 

You are able to set up Users under "Regular" or "Limited" access rights, and set them to only view Customers and Sales related information.

 

See this link for more information on understanding User Types within QuickBooks Online:

 

https://quickbooks.intuit.com/learn-support/en-uk/manage-your-quickbooks-account/learn-about-user-ty...

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