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pete46
Level 1

I want to give team members the ability to upload expense receipts into QBO, but they don't need to track their time. What kind of user should I set them up as?

 
5 Comments 5
AileneA
Moderator

I want to give team members the ability to upload expense receipts into QBO, but they don't need to track their time. What kind of user should I set them up as?

Thanks for reaching out to the Community, pete46.  

 

You can add your employees to your account as a standard user so they'll get to upload receipts, and under the Time tracking setting window, select No in the Do they need to submit their timesheets? section so they don't have access to tracking their time.  

 

However, there are limitations when adding users depending on your subscription. Let me guide you on how.

 

  1. Go to the Gear icon, then select Manage Users.
  2. Select Add user.
  3. Choose Standard user in the Select user type window, then click Next.
  4. Select None under How much access do you want this user to have? section, then click Next.
  5. In the Time tracking setting window, select No in the Do they need to submit their own timesheets? section.
  6. Select the employee name from the employee and vendor list drop-down, then click Next.
  7. Under the Select user settings window, select No in all sections, then click Next.
  8. Enter employee's First nameLast name, and Email, then click Save.

   

Let them know that they'll need to accept the invitation so they can submit receipts with you. Here are some articles that you can  visit every time you need additional information about managing users in your account: 

 

 

You can get directly in touch with me if you have additional questions about uploading receipts or adding users in QuickBooks Online. I'd be more than willing to lend you a hand. Take care.

Lori10291
Level 2

I want to give team members the ability to upload expense receipts into QBO, but they don't need to track their time. What kind of user should I set them up as?

I think an update needs to be added to this since it looks like a new option has been added under Standard User.....

If you choose "None" under How much access do you want this user to have? it does not allow employees to upload receipts. There's another category called "Limited" where you can choose either "Customers" or "Vendors". You have to check BOTH these boxes if you want an employee to be able to upload receipts. BUT if you do, this gives an employee too much access to the other areas in your Quickbooks account that you may not want them to see. So far I have not found a viable solution in QB yet to resolve this. I ONLY want they to be able to upload receipts and track expenses. I wish QB would fix this, or at least allow us to create a custom user that only includes uploading receipts and tracking expenses.

MirriamM
Moderator

I want to give team members the ability to upload expense receipts into QBO, but they don't need to track their time. What kind of user should I set them up as?

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business, @Lori10291.

 

In the meantime, I recommend sending this request straight to our product engineers through feedback. Sharing features and options you'd like implemented is how our engineers look for new product updates.

 

To send feedback, follow the below steps:

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

You may also visit our Feedback forum page. From there, you'll see a list of QuickBooks users who also submitted feedback. Also, you can see the recent updates in QuickBooks.

 

For future help, let me share some resources you can browse and use in managing and navigating your QuickBooks account.

 

Should you need other assistance when working with QuickBooks, let me know. We are always here to help you. 

 

 

TMughal
Level 1

I want to give team members the ability to upload expense receipts into QBO, but they don't need to track their time. What kind of user should I set them up as?

I have Advanced Subscription and I don't have same interference and I want to give this limited access to my staff but i don't see any option for Limited access.

FateCandylaneT
QuickBooks Team

I want to give team members the ability to upload expense receipts into QBO, but they don't need to track their time. What kind of user should I set them up as?

I appreciate you coming into this forum,  TMughal. Let me provide information to help you add limited access permission to your workers.

 

With QuickBooks Online, managing user access to your team members can only apply to the primary admin of the company account. That said, it's best to review your permission to ensure the options provided above are available.

 

However, if the issue persists, sometimes stored cache files can cause interruptions within the program. You can perform some troubleshooting steps to help rectify the possibility of a webpage issue. You'll need to access your account in a private browser to make sure the program runs seamlessly without storing cached data. You may use these keyboard shortcuts:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

I'll include this guide for more detailed insights: User roles and access rights in QuickBooks Online.

 

Furthermore, I'm sharing this reference to help review your business finances and other accounting data: Run reports in QuickBooks Online.

 

I'll keep this thread available, so you can always reply any time you need additional assistance. Just let me know in the comments below, and I'll make sure to get you covered. Stay safe and have a good one!

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