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financeuser123
Level 1

Version and persmission

I have quickbooks online and want to hire a bookkeeper to categorize transactions for tax purposes. But, i do not want to give anyone the ability to transfer money or view sensitive bank details that would allow them to transfer money from an account, like routing and account numbers. 

 

Can my version of quickbooks do this? or is there a version of quickbooks that does?

 

Thanks

1 Comment 1
LeizylM
QuickBooks Team

Version and persmission

I have some information about user permission,  financeuser123. 

 

When you add an accountant, they will automatically become an admin and have access to your company data. In QuickBooks Online (QBO), we can provide access to your authorized user with standard access.  They can only see certain things like payroll and not the admin privileges. 

 

Here's how to set standard user:

 

  1. Go to the Gear icon.
  2. Choose Manage Users.
  3. Click the Add User button.
  4. Select Standard User then click Next.
  5. Select the access rights window then click Next.

     

 

I can see how the functionality would be beneficial to your business. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program.   

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    LeizylM_0-1693962441869.png

     

To learn more about user roles in QuickBooks Online check out this article: Add and manage custom roles in QuickBooks Online Advanced.

 

Just in case you want to learn more about user roles and access rights in QBO, you can check out this article for more information: User roles and access rights in QuickBooks Online.

 

I've got you covered if you have further questions about managing user access in QuickBooks. Please let me know by using the Reply option and leaving a comment below. Take care always!

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