Is it possible to remove the View/Edit business ID button for Vendor information? We have a few users that we would like to be able to see our Vendors, but don't want them to be able to view their Social. I know you can make it so they can't edit it, but not sure if you can restrict that one area from being viewed.
Good morning, @glConley! Hope you had a great weekend. :)
Managing permissions is definitely important in QuickBooks to make sure no one sees anything they shouldn’t. The most flexibility you can have in customizing roles and permissions would be in QuickBooks Online Advanced. However, at this time there's no way to remove visibility of social security numbers exactly how you describe.
I'll also submit your feedback to our developers about adding more flexibility to user permissions, especially when it comes to viewing certain fields. Please reply to this post if you have any additional questions. We're all eager to help!
The feature to let your user access vendors list without the visibility of the Social Security Numbers is currently unavailable. Having access to the vendor’s list access will let them view or edit any information.
I can see the importance of having view-only access in QuickBooks Online (QBO). In the meantime, I'd recommend you visiting our Blog to learn what new updates and features we have.