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Level 1

How can I give a non-admin user access to create/edit/send Purchase Orders? I tried with Customer and Vendor access but it's not working.

 
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Content Leader

How can I give a non-admin user access to create/edit/send Purchase Orders? I tried with Customer and Vendor access but it's not working.

Hey, danteotero.

 

Thanks for reaching out here in the Community. I'd be happy to provide some info on giving non-admin users customized access in QuickBooks Online.

 

User access settings can be edited once they have been added to the account. Some types of users that may interest you are:

 

- Custom User: This user can have more specific access and restrictions to areas of QBO. You have more control of what they see or do. (*This user type is only available in QBO Advanced.)

- Standard User: You can give full or limited access, without admin privileges.

 

You'll also want to check out the types of permissions that can be given to users on the account. One type that would most likely work in this scenario is Limited Access. This link will take you to an article that offers more details about user and permission types: https://quickbooks.intuit.com/community/Account-management/Get-to-know-user-types-and-permissions/m-....

 

For additional details on adding, deleting, and changing user access, take a look at this write-up: https://quickbooks.intuit.com/community/Account-management/How-to-add-delete-or-change-a-user-s-acce....

 

With this info, you'll be able to customize the access users have in QBO. Feel free to reach out to me if you have any other questions.

 

Highlighted
Level 1

How can I give a non-admin user access to create/edit/send Purchase Orders? I tried with Customer and Vendor access but it's not working.

The top link with the info doesnt work, can you please answer the question

Highlighted
QuickBooks Team

How can I give a non-admin user access to create/edit/send Purchase Orders? I tried with Customer and Vendor access but it's not working.

Thanks for joining this thread, @aprestigeair18,

 

I'm here to help ensure you're able to give a non-admin user access to create, edit, or send purchase orders.

 

You can add a standard user who can only access vendors and purchases in QuickBooks Online. This user can:

  • 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 agency settings
  • Use and adjust sales tax in purchase, card, and banking transactions, including manually overriding calculated sales tax amounts
  • Run tax reports or view tax history
  • Prepare or file a sales tax return, or record sales tax payments
  • Add, edit, and delete currencies
  • Edit exchange rates.

And, the user can't:

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

To add a user, please follow the steps listed below:

  1. Click the Gear icon at the right top.
  2. Select Manage Users under Your Company.
  3. Click Add user.
  4. Choose Standard user, then click Next.
  5. Choose Limited, then mark Vendors.
    chooselimited.PNG
  6. Click Next.
  7. More options will appear on the next screen depending on the user type you select.
  8. Enter the user's name and email address, then click Save.

The user will receive an email from quickbooks-email@intuit.com. Have him/her select the Let's go link and this will take them to the sign in page.  If they have already an Intuit account, they can sign in with the same email and password.

 

The new user should see these options on their end once they've accepted the invitation.

useraccess.PNG

To learn more about different users, feel free to read through this article: User Types and Permissions in QuickBooks Online. This link will help what other user can and can't do depending on their level of access.

 

Should you need anything else, please let me know. I'm always around whenever you have follow-up questions.

Highlighted
Level 1

How can I give a non-admin user access to create/edit/send Purchase Orders? I tried with Customer and Vendor access but it's not working.

Purchase Orders isnt listed here, so what does that mean?  

Highlighted
Moderator

How can I give a non-admin user access to create/edit/send Purchase Orders? I tried with Customer and Vendor access but it's not working.

Thank you for your response, @aprestigeair18!

 

A standard user with limited access to all tasks for your vendors includes all activities for your purchase order. I'm here to share a few insights and help you from there.

 

First off, when you select Vendors as the access for a non-admin user allows them to manage all your tasks for your vendors. But you are unable to set up a non-admin user to do all your tasks that includes only for your purchase order activities.

 

That being said, you can follow the steps and refer to the screenshot shared by my colleague above so you can set up a non-admin user to do all your tasks for your vendors.

 

Lastly, you can also read these few articles that'll help you handle your future tasks when managing your user's access:

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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