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Level 1

I recently purchased Quickbooks Online Plus. I am setting up users. But, I only want them to enter estimates and create purchase orders. What do I pick?

I do not want them to see my financials, banking, etc...
1 Comment
QuickBooks Team

I recently purchased Quickbooks Online Plus. I am setting up users. But, I only want them to enter estimates and create purchase orders. What do I pick?

Good to hear that you purchase QuickBooks Online (QBO) Plus, @userscott.

 

I'm happy to guide you with the whole process of how to set users in QBO.

 

You can pick the Standard type, then Limited access on the access rights page. This type of user is unable to see the total amount of income, expense, and bank registers. Also, they can't modify or delete accounts and quantity on hand. 

 

Here's how: 

 

  1. Go to the Gear icon, then choose Manage users
  2. Hit the Add user button on the right side. 
  3. Elect Standard user, then tap Next
  4. Select Limited, then put a checkmark on Customers and Vendors
  5. Click Next

 

 

       6. Answer the Yes or No questions and hit Next

       7. Complete the required information, and click Save.

 

user.PNG

 

Please note that QBO Plus can add five billable users and two accounting firms. For more information, please go through this article: User types and user permissions in QuickBooks Online

 

After that, let your client accept the invitation by hitting the Let's go! link in their email, which takes them to a sign-in or account creation page. After entering the information, they can access your account anytime. 

 

Likewise, you have an option to delete and change user type by clicking the small drop-down arrow under Action on the Manage user page. Please browse through this article to know more about the method: Add, delete, or change user access. 

 

Additionally, I've added pages that help you in handling your account, customers, and other related topics. 

 

 

Let me in the comment section if you have other questions. I'm eager to help. Keep safe!

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