Setting up Receipt Capture

Good day, @skneier1.

I know how important to remain the confidentiality of the product and customer information in QBO. That's why I'm here to share some information on how you can manage your account effectively.

You can limit their access by changing their User type in the Manage Users page. Let me guide you how.

1. Go to the Gear icon.
2. Select Manage Users.
3. In the Users tab, find the user you want to edit. Then, select Edit in the Action column.
4. Choose the User Type drop-down menu, then click the user type you want them to be.
5. When you’re finished, select Save.

Check out this article to learn more about the user types per plan: User types in QuickBooks Online. It also includes insights about the level of access per user types. 

You might also want to check out this article to learn how to manage users in QuickBooks Online: Add, delete, or change user access.

Please let me know if there's anything else you need help with. You're welcome to post again or leave a reply below. Wishing you all the best.

Did you even read my question? I don't need help with user access. I need to know why an employee can't see the Receipts tab in the Banking section.

I appreciate you for getting back to us, @skneier1.

Let me help share information on why employees can't see the Receipts tab in the Banking section. 

Only the Master and Company admin, can view the receipt tab in QuickBooks. That's the reason why the employee can see it.

In case your client wants to change the user access of the employee, they can follow the steps shared by Grace above.

To learn more about the receipt and what can it do in QuickBooks. I've added these resources for you:

• QuickBooks can do WHAT? Receipt Capture
• Manage your Receipts in the Receipts tab

If you have further questions or concerns, feel free to reach back out anytime. I'm always happy to lend a helping hand. Take care and have a great day ahead!