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Chiranth
Level 1

Readonly access users

For a paid invoice, we need to create a read only user who should be able to go to the payment record and download the attachments(xls) in the payment. He should not be allowed to alter any invoice values or payment values. Is it possible with Quickbooks online? Please post the steps if possible

1 Comment 1
ZackE
QuickBooks Team

Readonly access users

Thanks for reaching out to the Community, Chiranth.
 

I can certainly understand how an ability to create users who only have access to view invoices/download their attachments could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

  1. Use the Gear (⚙️) icon.
  2. Choose Feedback.
  3. Enter your suggestions and/or comments.
  4. Hit Next.
  5. Click Skip and send message.
  6. The available drop-down menu can be used to pick an appropriate category.
  7. Select Send message.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

Please don't hesitate to send a reply if there's any questions. Have a great day!

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