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rachelle-2kmc-co
Level 1

Can we still use batch transaction at sales manager roles?

We normally use batch transaction or multiple invoices features in creating invoices but we can't access now the multiple invoices now in sales manager roles.
1 Comment 1
LeizylM
QuickBooks Team

Can we still use batch transaction at sales manager roles?

Hi there, rachelle-2kmc-co. 

 

I'll be sharing some information about the roles and permissions in QuickBooks Online (QBO).


You can add the user as the Sales Manager or Expense Manager in QuickBooks.I'll show you how to set it up:

 

  1. Go to the Setting or Gear icon and select Manage Users.
  2. Click on the Add user button.
  3. Tick the Custom Role option and choose Sales Manager. On the right side of the page, you'll see the limitations of the user.
  4. Click Next.
  5. Enter the details of the employee you want to add.
  6. Once done, select Save.

If you're looking for an option to do it within your book, we can submit your suggestion to our product engineers since it's unavailable for now. Go to the Gear icon and select Feedback.

 

You'll also want to know more about the different options for user roles and access permissions in QBO. You can refer to this article: User roles and access rights in QuickBooks Online.

If you have another question in mind about the roles and permissions in QBO mobile app, please let me know. I'd be happy to answer them for you. Take care and have a great day!

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