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Level 1

I am going to migrate my info from Quicken to QBO. I want to be certain only I see the financial info. Can I segregate it or password protect it?

can I use a set up a separate password for bank accounts?
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Level 14

I am going to migrate my info from Quicken to QBO. I want to be certain only I see the financial info. Can I segregate it or password protect it?

QBO Advanced has more features to manage user role compared to QBO Plus

https://quickbooks.intuit.com/learn-support/en-us/manage-users/add-and-manage-custom-roles-in-quickb...

 

You should open the trial account to make sure which QBO plan you need to purchase.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

 

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