Currently, QuickBooks Online (QBO) doesn't offer specific permission for scanning transactions using a third-party application, even in the Advanced version. What type of transactions are you trying to scan? I have an alternative solution for you, Tammie.
We can assign a Company Admin role to that user. This will grant them access to all areas of the QuickBooks account and allow them to perform the same functions as the Primary Admin. This includes accessing a third-party application and utilizing the scan feature.
To give you more details on how you can manage roles and upload receipts in QuickBooks, check these articles for reference:
Furthermore, once bank transactions are downloaded from your bank, QuickBooks suggests categories based on how you can categorize similar transactions. To learn more, read this resource for more information: Categorize Online Bank Transactions in QuickBooks Online.
Apart from this, did you know that our QuickBooks Live Expert-Assisted team is readily available to assist you with your customer, vendor, and bank transactions and reports? They can help ensure that you always have a clear understanding of your business's financial status.
Let me know if you have any other questions or concerns about user roles. I'm always here to assist you anytime.
