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btaylor120
Level 1

Expense Tracking roles

We are trying to use the quickbooks app for our employees to track expenses. I am adding each employee as a user and selecting the "Limited Vendor Role" for each. I want them to only be able to submit expenses but not see any other bank account information. It does this for the most part other than the "See Activity" button allows them to see all processed expenses which include break downs of employee payroll payouts. Is there a way to limit it even more than the current role I have selected?

1 Comment 1
ZackE
Moderator

Expense Tracking roles

Thanks for getting in touch with the Community, btaylor120.

 

Your QuickBooks mobile app supports all standard users that have access to all accounting features. If there's any customization to limit the users accounting access, they'll need to use their web version instead of the application.

 

As for user roles and permissions, standard users can have different levels of access set for them. They can work with customers, sales, vendors, and expenses. After creating a standard user and choosing their role's access rights, you'll also be able to select their user settings.

 

The Limited (vendors only) role you're currently using allows your user to:
 

  • Edit exchange rates
  • Enter bills from vendors
  • Enter cash and credit card purchases
  • Pay bills, write checks, and view check detail reports
  • Print checks (except refunds)
  • Add, edit, and delete vendors, products, and services
  • View vendor and A/P reports
  • View tax rates and agencies
  • Use/adjust sales tax on purchase, card, and banking transactions, including overriding calculated sales tax amounts)
  • Run tax reports or view tax history
  • Prepare and file sales tax returns and record sales tax payments
  • Add, edit, and delete currencies

 

A user with a Limited (vendors only) role can't:
 

  • Add, edit, and delete accounts and quantity on hand
  • View bank registers
  • Set up new tax agencies or change tax settings or change existing tax rates, tax method, or agency settings
  • Set up multicurrency
  • Perform home currency adjustments
  • See total income and expense amounts on Home, Vendor, and Customer pages

 

If you're using an Advanced subscription, you can create custom users as well. These users have specific access to areas in your books. This gives you even more control of what they can see or do. For example, you can allow a customer user to only see the Bank Deposit screen.

 

In the event you're not currently subscribed to an Advanced plan, you can upgrade any time.

I've also included a detailed resource about working with user roles and access rights which may come in handy moving forward: User roles & access rights

 

Please don't hesitate to send a reply if there's any additional questions. Have an awesome Thursday!

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