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Everything you need to know about banking in QuickBooks Online - Discover more
willpeel
Level 1

Hello. I would like my staff to do invoices but don’t want them to see all the financial info. Apart from the privacy tab can I turn these off

 
2 REPLIES 2
MirriamM
Moderator

Hello. I would like my staff to do invoices but don’t want them to see all the financial info. Apart from the privacy tab can I turn these off

Welcome aboard to the QuickBooks Community, willpeel.

 

You can set a user to have access some part of the Customer section by using the Regular type to limit the access.

 

Here's how:

  1. Click the Gear icon at the top. 
  2. Choose Manage Users.
  3. Hit the New button on the right.
  4. In the Choose user type page, select Regular user then Next.
  5. Select Limited, then put a checkmark on the Customers and Sales box and Next.
  6. Set the users admin rights, click Next.
  7. Enter the new user's e-mail address and name, click Next and then Finish

Once done, your staff will receive an email. Then, have your staff to accept the invite. 

 

For more information about this process, take a look at these articles:

Know that you're always welcome to stop by the Community if you need anything else. I'm here to help. Have a fantastic day!

Fiat Lux - ASIA
Level 15

Hello. I would like my staff to do invoices but don’t want them to see all the financial info. Apart from the privacy tab can I turn these off

@willpeel 

As another option, explore this 3rd party app. Once your client has approved your Estimate, it will release the Invoice automatically. You don't need to assign someone to create any invoice anymore.

http://get.practiceignition.com/quickbooks

 

 

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