Snap Receipt Functionality for Employees

Let's get this sorted out, @js91. I'll help you limit your users from seeing firm's info.

For your employees to use snap receipt feature, you need to add them as a user to your account. This way, you can manage user access in QuickBooks and give them the only access they need for their role.

Here's how: 

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to the Team menu and find the team member.  
3. Tap Edit in the Action column.
4. Select the Firm Administration and Books tab.
5. In the Access dropdown, select an access level. You can also choose specific permissions from the dropdowns in the Access column. 
6. Select Save.

Please refer to this link to learn more about team or user access in QuickBooks Online Accountant. 

Looking forward to your reply about snapping receipts or adding users. I'd be more than willing to lend you a hand.

Hi- this doesn't seem to be working.  We do not want to give the employees access to the accounts receivable and accounts payable which seems to prevent them from being able to use the snap feature on the phone app.  Is there a work around for this?

Hi- this doesn't seem to work- we dont want the employees to have access to the accounts receivable or payable which seems to prevent them from being able to use the snap feature on the phone.  Is there a way around this?

Hi there, js91. 

I can share with your the limited access of your employee to your account. 

The Admin user and user types that have all access can scan and take a photo of receipts. Being able to choose specific access rights is currently unavailable for this type of user.

I also encourage reading this article to learn more about the different user types and levels of access in QuickBooks Online: User types and user permissions.

Additionally, here are some articles that you can read to learn how to manage who can access your books in QuickBooks Online: 
 

• Add, delete, or change user access

• Invite an accountant to review your accounting

I'm happy to offer assistance again if you have questions about the user's access rights in QBO. I'll answer them for you. 

this is the dumbest thing i have ever heard of.  Nobody wants employees to see a bunch of data they don't need to see.. eveyone has employees that need to scan receipts in as the swipe the card..   DUMB DUMB DUMB

i don't want to scan receipts in for them.

PLEASE QB improve this issue. We NEED to have employees snap receipts without access to internals. We need to track mileage for employees not just owner. Please bring these functions to reality so we don’t have to use third party vendors. You’re sooo close to being the ideal software. 

The function of letting the employees use the Snap Receipt is currently unavailable in QuickBooks Online (QBO), Scott. Let me go into detail about this.

In the meantime, I suggest sending feedback to our Product Engineering team so they can consider them in future enhancements. To do so, please follow the steps below:

1. Open your QBO account.
2. Click the Gear icon in the upper-right corner.
3. Select Feedback under Profile.
4. Share your feedback.
5. Click Next to submit.

You can refer to this link to track your request's status and get the latest updates from our development team: QuickBooks Online Customer Feedback. 

Additionally, you can check this article and learn about managing and accessing your books in QuickBooks Online: Add, delete, or change user access.

Please know that the Community is always here to assist if you have further questions about the snap receipt in QuickBooks. Have a great day ahead.