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.

Thank you! Very helpful.

No problem at all Kris, have a lovely day,

This isn't very helpful when you need the user to be able to enter new invoices, collect payments for existing invoices and manage the customers by adding or seeing them without seeing all of the current balances and stats of the business.  Why would QB not have this option?

Hi katmacy23,

Financial records, especially bank records, are not intended for every user, so I understand where you are coming from.

I can help by sending feedback about this, so our engineers will know that you need an option to hide other financial records from some of your users. You can also do the same by clicking the Gear icon and selecting Feedback.

On the other hand, if you'll need references for QBO, simply visit the main support page and click on Get QuickBooks Help articles. You can also click Help in your QBO and search for the topics you want. For example, manage user's access.

Feel free to reach back out if you require any further assistance. I'll be here to help