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Level 1

Restrict User to view the Dashboard and Access to Expenses

Hi, 

Would like to know if there is a way we can restrict the standard user to view all the expenses and the dashboard?  Is there any QBO online package that has more options to choose the users access/permissions?   

 

Thanks.

3 Comments
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Moderator

Restrict User to view the Dashboard and Access to Expenses

Hi there, @cla.

 

It's nice to see you here in the Community. I'm here to share some information about user access permission in QuickBooks Online (QBO).

 

You can edit the standard user's permission limited specifically to Customers. This way, the user won't be able to view the expenses on your QBO account. However, the option to restrict the user to view the Dashboard is currently unavailable in any versions of QBO.

 

To edit the standard user's permission, here's how:

 

1. Click the Gear icon on the upper right.
2. Choose Manage Users under Your Company.
3. Select Edit (on the right side of the user's name) under Action.
4. On the How much access do you want this user to have?
, choose Limited.
5. Put a checkmark on Customers.
6. Once done, click Save.

 

For future reference, you can check out this article: User management - Add, delete, or change a user's access.

 

While this option isn't available yet, I would highly recommend submitting feedback and suggestions regarding this directly to our product developers for consideration in future updates. This can be done directly through your account by clicking the Gear icon in the top right corner, then select Feedback or by going to this link: https://feedback.qbo.intuit.com/.

 

That's it! Please don't hesitate to leave a comment below if you have additional questions. I'm always here to answer them. Take care and have a great day.

Highlighted
Level 1

Restrict User to view the Dashboard and Access to Expenses

Hi @FritzF

 

Thank you for the reply. 

 

So when we just allowed the user for the customer, he would not be having an access to generate PO's and enter supplier bills?.. we wanted to restict the person to view/edit/access the "expenses transactions" only, is there an option?..  Is there any other QBO version/package wherein there's more options for permissions? 

Thanks.

 

 

Highlighted
Moderator

Restrict User to view the Dashboard and Access to Expenses

Hello again, @cla.

 

Thanks for getting back to me and for clarifying your concern. I'm here to help make sure this is taken care of.

 

Currently, QuickBooks Online (QBO) doesn't have the option to restrict a user to view, edit, and access Expense transactions and have the ability to generate Purchase Orders and Enter Bills at the same time. This goes to any version of QBO.

 

I can see how this feature would be helpful for you and your business. I'll be sure to pass along your request to see more option within the program for these permissions. I encourage you to submit feedback as well if you haven't yet. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates.

 

QBO is constantly changing and evolving based largely on the requests of users, like yourself. You can follow the same steps I've provided above on how to send feedback and suggestions.

 

Thanks for being a part of our QuickBooks family. I'd be glad to continue assisting if you should have any additional questions. Enjoy the rest of the week!

 

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