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magaly-floridapo
Level 1

User permissions for creating Purchase Orders also gives access to checks. I Need to create a user type that can create PO's without seeing checks. Is this possible?

Our purchasing rep should not be able to see paychecks and overhead expenses.
1 Comment 1
RheaMaeH
QuickBooks Team

User permissions for creating Purchase Orders also gives access to checks. I Need to create a user type that can create PO's without seeing checks. Is this possible?

I can guide you through setting up a user with restricted access to Purchase Orders without viewing checks in QuickBooks Online (QBO), magaly.

 

In QuickBooks Online Simple Start, Essentials, and Plus subscriptions, there's no specific user access that allows creating Purchase Orders exclusively. However, QBO Advanced offers the ability to custom users and specify access to particular areas, including Purchase Orders.

 

Let me walk you through creating a custom user role in QBO Advanced:

 

  1. Go to Settings and choose Manage users.
  2. Click the Roles tab and select Add role.
  3. Enter a Role name and Role description.
  4. Select what the user role can access in QuickBooks, then select Save Role.

 

Once done, you can assign this role to your new user. Here's how:

 

  1. Go to Settings and click Manage users.
  2. Select the Users tab and click Add user.
  3. Type the user's First name, Last name, and Email.
  4. In the Roles dropdown, select the role that you created.
  5. Review the permissions this role has and select Send invitation.

 

Additionally, you can check this article to learn how to manage and who can access your account: Add, delete, or change user access.

 

Feel free to visit us if you have other concerns about user access and any QuickBooks-related concerns. The Community is open 24/7 to help you out.

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