Can I give limited access to just a credit card on Quickbooks Online Plus?

Thank you! It would be incredibly helpful if I could give limited access to an assistant/employee for our credit cards. It's a tedious job that I don't have time for anymore and need help, but I don't want to let an employee see everything. I appreciate you forwarding this issue to the developers. 

Is there a solution? I am looking to give limited access to an assistant/employee for our corp credit card as well. We use Quick books online advanced..

Thanks for joining this thread, @NSNGP. I’m here to share some updates with you.

In QuickBooks Online (QBO), giving limited access to an assistant or employee for credit cards isn't possible. We can't provide you a specific time frame as to when this feature will roll out.

I’d recommend sending our Product Development team feedback. This way, they could take action to help improve your experience. Please know that the more users who need it, the greater chances it’ll be part of the future enhancements.

Here’s how to process a request:

1. Select the Gear icon at the top.
2. Choose Feedback.
3. Enter your comments or product suggestions.
4. Select Next to submit.

You can visit the Customer Feedback for QBO website to track your request.

Here are some articles that contain information on how to manage users in the program:

• Add and manage users
• User roles and access rights

Also, our Resource Center contains insights to help run and grow your business successfully. It has free tools and bookkeeping basics you need to organize your data.

You can get back to us anytime if you have any other questions or concerns besides giving users limited access. We’ll be here to help. Keep safe always!

Hi there! Any updates on this feature? This would have been incredibly helpful. 

Hello there, @dt8778.

I'm glad to see you here in the Community space. Allow me to chime in and assist you with your question about the requested feature in QuickBooks Online.

As of now, there are no changes yet to how the user access works. The ability to assign a user with account management access only is unavailable.

Regardless of having the Advanced version, you still need to select any other access before you can provide an account management role. For more information, check out this link: Add and manage custom roles in QuickBooks Online Advanced.

As we assess this, I encourage you to send feedback to our product engineers. You can follow the steps provided by my colleague above on how to submit suggestions.

Additionally, there are many access options primary and company admins can provide to users. I've included a link you can visit for more details about what we allow in QuickBooks: User roles and access rights in QuickBooks Online.

Drop by anytime you have questions about the QuickBooks features or updates. We'll be sure to lend a hand.

Looking for this limited access to only credit cards feature and I assume it's not yet available. 

Not for reconciling but for data entry purposes, uploading receipts to online quickbooks accounts, and in general matching online quickbooks transactions with the paper statements is a tedious job which I would like to give to my employee but wouldn't want them to see the bank balances. 

Hi, @ZapArrow. Thanks for joining the thread. 

I can share some insights about adding limited access to your employee to enter data entries related to credit card transactions, uploading receipts, and matching transactions in QuickBooks Online (QBO).

Currently, the closest access you can give to your employee is the Standard all access. However, please know that aside from entering data entries related to entering credit card transactions, uploading receipts, and matching transactions, your employee can have access to the following:

• Full access to Sales transactions - invoices, estimates, sales receipts, receive payments, credit memos, refund receipts, delayed credit, and delayed charges.
• Full access to Expense transactions - bill payments, vendor credit, credit card credit, expenses, checks, print checks, purchase orders, expense claims, and partial access to bills. 
• Full access to inventory. 
• Full access to Lists - employees, vendors, customers, currencies.
• Full access to Bookkeeping - bank deposit, transfer, bank transactions, rules, tags, receipts. 
• Full access to Accounting - chart of accounts, registers, reconciliation, and journal entries.
• Full access to Budgets.
• Full access to Payroll - payroll, and workers' compensation and benefits. 
• Full access to Reports. 
• Full access to Time tracking.
• Limited access to Account Management.

I understand that the software needs to accommodate various business needs, especially being able to grant customized access to added users in QBO. With this, I encourage sending your feedback to our product engineers to implement this in future updates. Here's how:

1. In your QBO account, go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.

You can also track feature requests through the QuickBooks Online Feature Requests website.

For future reference, let me add this article should you consider emailing your expense receipts to QBO to automatically create transactions and review them: Email receipts and bills to QuickBooks Online. 

We'll be here in the Community if you have further concerns about managing user role permissions in QBO. We'll do our best to assist.