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Level 1

How to add a user that can take payments and do billing but not be able to see my bank account

 
2 Comments
QuickBooks Team

How to add a user that can take payments and do billing but not be able to see my bank account

Let's create a user that can only access specific transactions to your account, @austin12.

 

You can create a new role and set it to access only your customers and vendors. From here, they can only create sales and expense transactions. 

 

First, let's create a new custom role that can only access Sales and Expenses tab:

 

  1. Go to the Gear icon ⚙ and choose Manage Users.
  2. Select the Roles tab, then select Add role
  3. Set this role to access the Sales and Expense and then click on Next.
  4. Set the role name and description.
  5. Click on Save once you're done.

You can now invite your new user and set the role that you've just created:

  1. Go back to the Manage Users page and select Add user.
  2. On the Add a new user page, select the role that you've created from the Custom role drop-down, then click on Next
  3. Enter your new user’s name and email address, then select Save.

See these articles for more information: 

Let me know if you have questions in setting roles and adding new users to your account. I'm always glad to help in any way I can. Keep safe and enjoy the rest of the week!

Level 15

How to add a user that can take payments and do billing but not be able to see my bank account

@austin12 

As another option, you may open a MP account for free and integrate it with your QBO account. The user may release invoices and pay bills in the app and you don't need to give the user any access to QBO. The app also provides the authorization feature.

https:// melio.grsm.io/quickbooks

 

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