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meafoou
Level 1

can I create a login for an employee and give access to invoices only? Or limited access?

creating additional sign in

1 Comment 1
Anonymous
Not applicable

can I create a login for an employee and give access to invoices only? Or limited access?

Hi there, @meafoou.

 

In QuickBooks Self-Employed (QBSE), we're unable to add a new user as the application is designed for self-employed individuals. Therefore, you'll want to consider switching or upgrading to QuickBooks Online (QBO).

 

Additionally, when adding them as another user, your employee must have their own QuickBooks Online (QBO) account. They can choose a plan that fits their business needs.

 

Also, the application does not have the option to grant a new user access to invoices only. Moreover, you can review this article to understand which roles help you limit their access to specific tasks and data within QBO: User roles and access rights.

 

After that, follow these steps to add a new user to your company:

 

  1. Go to the Gear icon and select Manage Users.
  2. Click Add User and enter the user's name and email address.
  3. Select Roles from the dropdown and review the features this role gives access to.
  4. Select the Account management settings you want to manage (if applicable for the chosen role).
  5. Select Send invitation.

 

Furthermore, learn about usage limits to understand the maximum number of accounts or users you can have at one time in QuickBooks.

 

I'm always here if you need an extra hand with managing users, @meafoou. The Community is open 24/7 to assist you. Take care!

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