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Level 1

Any updates to managing user access?

Hello.

 

I read in a previous forum that limiting user access to just CREATING documents such as invoices, estimates, and purchase orders isn't available yet. I'll link the source of this forum.

 

Currently, I'm in need of a particular user access wherein the employee can just CREATE, VIEW, and PRINT invoices, estimates, and purchase orders but NOT EDIT?

 

Thank you.

 

Source of the previous forum: HERE

1 Comment
QuickBooks Team
QuickBooks Team

Any updates to managing user access?

We always strive to provide the best experience with the product, Skellytonne.

 

I appreciate you for providing us with the link to the forum. I can see how beneficial it is to your business to add user access to only create, view, and print sales forms without editing them. You can create custom users in your account to access sales data and customers. However, this option is unavailable in QuickBooks Online (QBO) once you set them to Limited Standard user access.

 

While this option isn't available, you can submit a product suggestion to our engineers. Doing this will let them know what features would help a business like yours run even better, and they will consider that in a future update. Let me show you how:

  1. Go to the Gear icon at the top.
  2. Choose Feedback.
  3. Enter your comments or product suggestions then select Next.
  4. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  5. From the drop-down, choose the appropriate category, then select Send message.

Then, you can track feature requests through the QuickBooks Online Feature Requests website. Feel free to visit our User management page for more insights about managing your Intuit product users.

 

To keep you updated for any upcoming QuickBooks updates and enhancements, just check out these blogs:

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Take care always. 

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