I am a quick books online user. Can I create a user with custom access? So for example, I only want the user to see/update certain bank accounts and not others?

There are 3 types of users, All, None or Limited, under "Manage Users". Their access is not granted by bank account. With the Limited access they would not have access to any bank registers.

Thanks for the reply. I was hoping there was some option of picking and choosing what access I can give to this user (down to the account level), but it doesn't look like QBO has this option, it would have to be one of the pre-defined user types.

Welcome, @amankohli and thank you for coming to the QuickBooks Community for assistance. I have some insight on how to create a user with custom access to pass along.

Here is a step by step guide on how to add a custom user:

1. From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.

2. On the Manage Users page click New to open the user settings menu.

3. Next you’ll want to choose what kind of user you’ll be adding. Choose an appropriate user type from the options available. This is where you can select Custom User.

4. Now you’ll need to set your new user’s access rights to your QuickBooks. Choose All to grant your new user unrestricted access rights to your QuickBooks or choose which options you would like to give them access to.

You can also choose None to restrict your new user’s access to your Quickbooks — users with no access rights can’t access any of the accounting features of QuickBooks, but they can fill out their own time sheets and manage other services your company subscribes.

You can also choose Limited if you want to specify a combination of limited access rights.

For example, let’s say you want your new user to only have access to the Customers and Sales sections of your QuickBooks, but not your Vendors and Purchases. To achieve this, select Limited under user access rights and check the box marked Customers and Sales.

5. Once your User Access Rights are set the way you want them, click Next in the bottom right of the screen.

6. Next you’ll need to set what administrative rights your new user will have to your QuickBooks company file.

7. You can set your new user’s administrative rights so that they can view the Manage Users tab, but cannot add users, delete users or change access rights. To do this, select the button next to the View Manage Users under the user management options.

8. Next, take a look at Company Information settings. You can grant your new user View Only access to your Company Information — or if you want to enable your new user to be able to edit Company Information, select the Edit option.

9. Finally, you can set your new user’s access to Subscription and billing information for your QuickBooks account. Select No if you don’t want to grant your new user administrative rights to subscribe to new services, unsubscribe from old ones, or be able to change how you’re billed for QuickBooks Online.

10. Once you have your new user’s administrative rights all set the way you want, click Next in the lower right corner to proceed.

11. Enter your new user’s name and email address into the text boxes and click Next when you’re finished.

12. Click Finish and you’re done. Your new user will get an email with a link to your QuickBooks. They’ll need to create a login name and password unless they’ve used QuickBooks before.

For a step-by-step video of these steps, click here.

Please keep me posted on your results with this here, the Community has you covered. Thanks again, I'll be standing by for your response.

Thanks for your response. I have seen these screens/steps to setup a user, however this does not meet my requirement. I wanted the ability to pick and choose exactly what my new user can access down to the account level. So for example, if I have 10 bank accounts, I want to grant this user access only to 7 out of the 10 (I don't want this user to see the other 3). Again, I appreciate the response, but it doesn't look like QBO offers that granular level access rights. Thanks.

I was wondering if you ever found a solution to this.  I am in the same situation where I am adding a user and only want her to be able to see the information pertinent to handling our rentals and not the entire company.

Hello there, @trippemi.

You can upgrade your subscription to QuickBooks. Let me guide you how.

1. Go to the Gear ⚙ icon, then select Account and Settings.
2. Click the Billing & Subscription menu.
3. In the QuickBooks Online section, select Upgrade. If you don't see it, you’re already using the plan with the most features.
4. Choose the plan you want, and select Upgrade.
5. Click Save.

For more reference, you can check this article: Upgrade your QuickBooks Online subscription

Please drop your comment below if you have any other questions. Have a nice day!

Is there a solution for this situation in any of the QuickBooks Online Versions? --Need it badly!

Any luck with a solution for this in any of the QBO versions?

Good evening, @WarmBlue. 

Thanks for joining in on this thread. Allow me to share some insight on managing users in your QuickBooks Online account. 

At this time, there's only a Custom User role in QuickBooks Online Advanced. However, the "Custom User" can only be so specific. If you assigned a "Custom User" role to an individual it would still allow them to see all bank accounts. 

Learn more about users and their permissions through this guide: User roles and access rights in QuickBooks Online. 

You can always send feedback to our Product Developers so they can consider an improvement on a particular feature. Click on the link and walk through the steps listed to successfully send feedback to them.

Feel free to ask any other questions if you may have them. The Community is always here to have your back. Have a great evening! 

@WarmBlue 

What kind of certain access do you need?

Hi--within the same Company file, my client has 31 bank accounts. Thirty (30) of those accounts are for clients and One (1) of those is the main company bank account. My client would like to limit access to the one main company bank account to only certain user(s). Is this possible these days in QBO? --Thanks!

Thanks for actively responding, @WarmBlue. As mentioned by my peer @Candice C, the "Custom User" can only be specific and it would still allow them to see all bank accounts when you assigned a "Custom User" role to an individual. 

Get back to us here if you have additional questions. We're always around here to help in any way we can. Take care!