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uhf
Level 1

Hi there, I am a online QuickBooks user and want to manage users. Be specific I want that my team member just scanned the bill and I can check that in review Tab.

In this case I want to apply limit to team member that he/she can not see any QuickBooks reports. How can I do this?

1 Comment 1
MoiraskyeT
QuickBooks Team

Hi there, I am a online QuickBooks user and want to manage users. Be specific I want that my team member just scanned the bill and I can check that in review Tab.

We can restrict access for your team members so that they cannot view your reports, @uhf.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Click Add user.
  4. In the Assign roles dropdown, select Standard limited customers and vendors.
  5. Fill in your member's details and click Send invite.

 

By assigning this role, your team member will have access to the necessary tools to scan and upload bills for your review, but they will not be able to see your company's financial reports.

 

For further details on managing your users, please refer to this article: Add and Manage Users.

 

Please reply to the forum if you have additional concerns.

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