Security Profiles

Hello, mvines.

I can share some insights about user access.

You can manage their roles to limit their access to specific tasks. Setting up user access to specific areas is available in QuickBooks Online Advanced. I'll suggest upgrading your subscription to take advantage of this feature. I'll show you how.

1. Select Settings ⚙.

2. Click Account and settings.

3. Choose the Billing & Subscription menu.

4. In the QuickBooks Online section, select Upgrade your plan.

5. Choose a plan and click Choose plan.

6. Hit Get started.

Also, you can follow these steps on how you can add or manage user access.

I'll include this article to know your usage limit in QBO. This contains the number of users you can add per subscription.

Let me know if you have further questions about the account. We're open 24/7 and always ready to help.

Giovann

Thanks for the reply.  We are already on Online Advanced.  The problem with custom roles is there are only 2 areas under "expenses" for me to edit that aren't really relevant.  I have a person creating purchase orders.  I don't want them to have the ability to create a new vendor or to create a new item.  Right now, that function is a hole in our internal controls.

@mvines 

Consider having an inventory management app to manage your user permissions. You don't need to give them any access to your QBO account. 

I'm starting to think along those lines too.  Do you have any that you recommend?