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1986jrdallas
Level 1

I hired an employee and want him to be able to use quickbooks but don't want him to see all the numbers and figures

 
2 Comments 2
Rea_M
Moderator

I hired an employee and want him to be able to use quickbooks but don't want him to see all the numbers and figures

Hello there, @1986jrdallas. Let's add your employee as a Standard user in your QuickBooks Online (QBO) account. This way, you're able to limit their access to specific tasks and manage their roles accordingly. I'll gladly show you how.

 

When you add a new user in QBO, you can choose what they can see and do within the different areas of QuickBooks. With the Standard User role, you can set different levels of access for your employee, like customers and sales or vendors and purchases.

 

To add your employee as a standard user, here's how:

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Click the Add user button. 81.PNG
  4. Select the Standard user radio button, then click Next82.PNG
  5. Choose Limited in the How much access do you want this user to have? section. 83.PNG
  6. Select the user settings, then select Next84.PNG
  7. Enter the employee's name and email address. Then, click Save85.PNG

 

Once you're done, your employee will receive an invite through email. Let them select the link to create a new Intuit Account or sign in if they already have one.

 

Also, you may want to check out this article as your reference in learning the different options for user roles and access permissions in QBO: User roles and access rights in QuickBooks Online.

 

Please keep me posted if there's anything else you need or concerns about managing your employee's access in QBO. I'm always ready to help. Take care, and have a great day, @1986jrdallas. 

Fiat Lux - ASIA
Level 15

I hired an employee and want him to be able to use quickbooks but don't want him to see all the numbers and figures

@1986jrdallas 

What is the main job of a new employee? Just create invoices?

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