Hi Is there a way of giving access to staff members to set up a customer. Raise an invoice. Take a payment. But not allow them to access any other past invoices or accoun

Hi Hannah26, Welcome to the Community :waving_hand: Yes you can restrict what other users can and can't do within QuickBooks, I believe for what you're after you may want to look at giving them access as a standard user with limited access, However, the restrictions are limited so won't do everything that you require as even with limited access they can still delete things, Please see link that goes more in-depth as to what the users can and can't do. Thanks