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ayesha5
Level 1

I would like to restrict access to one of the users in QBO so that the user can only process in 1 bank account and not be able to view anything else in the system

Has anyone done that before?
2 Comments 2
Kevin_C
QuickBooks Team

I would like to restrict access to one of the users in QBO so that the user can only process in 1 bank account and not be able to view anything else in the system

Hello there, @ayesha5.

 

I appreciate you for taking the time to share your thoughts about creating a limited access for your user's permission in QuickBooks Online (QBO).

 

I understand that you want to make changes and improvements to QBO to meet your business needs. I recognize how having an ability to create users who's access are limited to view a single bank account only could be useful.

 

Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. Here's how:

 

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

 

For more information about the different user roles and access permissions you can choose in QBO, kindly check out this article: User types and user permissions in QuickBooks Online.

 

Furthermore, I'm attaching this link that can efficiently guide you in supervising your account: Learn about QuickBooks Online with how-to videos.

 

Please know that you're always welcome to post a reply in this thread if you have any other questions about your QBO account. I'll be here to lend a helping hand. Have a great day ahead!

Fiat Lux - ASIA
Level 15

I would like to restrict access to one of the users in QBO so that the user can only process in 1 bank account and not be able to view anything else in the system

@ayesha5 

What is the role? to send invoices or pay bills? You may need a 3rd party app as a workaround.

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