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jey2005
Level 1

Can I givecqb access to my team just to enter one mode of payments and match?

How to restrict access to enter income from PayPal only

1 Comment 1
MsNorthPND18
QuickBooks Team

Can I givecqb access to my team just to enter one mode of payments and match?

Certainly, Jey2005! In QuickBooks Online (QBO), you can set user permissions and roles to limit your team's access, allowing them to only enter income from PayPal. This ensures that team members effectively manage designated tasks.

 

Please note that the custom user permission role feature is exclusive to the QuickBooks Online Advanced version. This feature allows you to create specific roles and define access to different areas within your company, enhancing control over your team's visibility and actions.

 

If you prefer not to upgrade to the Advanced plan, the Essential and Plus plans offer a Standard no-access role. Users with this role cannot use accounting features but can submit timesheets and view account settings.

 

Consider upgrading your subscription if needed. Visit this page to determine which subscription level suits your needs best.

 

Lastly, consider exploring these articles to understand the limits on things like the number of accounts or users you can have at once, as well as to explore various options for user roles and access permissions:

 

 

If you have additional questions about user management or need further assistance, feel free to comment below. I'm here to help and provide any information you may need to ensure effective user management.

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