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Level 1

How do I hide sales activity/paid info from users?

I only want my users to be able to create invoices/estimates and accept payments. Currently, they're able to see all sales transactions including amount paid to us during a time frame (i.e. 30 days). They can also see banking activity (i.e. payroll info) when using the search function. I don't want them to see any financial info at all.
4 Comments
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Moderator

How do I hide sales activity/paid info from users?

Thank you for joining the Quickbooks Community,WinginIT. With Quickbooks Online, you do have the ability to customize the user's roles and responsibilities to precisely what you requested. Here's how to edit a user's role:

 

  1. Go to the Gear icon, then select Manage Users.
  2. Click the Users tab, then find the user you need to make changes to.
  3. Select the Edit from the Action column.
  4. You could choose an existing custom or select +Add New to create new roles and pick their responsibilities.
  5. Add the role name and description, then Save it.

To learn more about user roles, I have recommended this article, which includes a mini-tutorial on how to customize roles, instructions on how to add a new role and assign one.

 

Please let me know if you need any help. I will be just a reply away. Know that you are welcome here anytime if you have a question or concern. Have a good day.

Highlighted
Level 1

How do I hide sales activity/paid info from users?

It only gives me the option for Standard, Admin, and Reports Only user profiles. There is no place I can find that allows me to create a custom profile/role.

Highlighted
QuickBooks Team

How do I hide sales activity/paid info from users?

Hi, @WinginIT.

 

May I know what version of QuickBooks online you're using? Custom roles is available in QuickBooks Online Advanced. If you're not using this version, this is the reason why the option is not available.

 

To know more about QuickBooks feature and pricing, you may visit this link: https://quickbooks.intuit.com/pricing/

 

Once you have the exact version of QuickBooks that offers this feature you will now be able to add and manage custom roles.

 

Please let me know if there's anything else I can help you with. Have a great day, and stay safe.

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Level 1

How do I hide sales activity/paid info from users?

We're using QBO Plus.

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