User role with a Bill payment view only

I'd be glad to answer your question about user access, jecalderon.

Yes, you can create a new role for this user. Then, customize it to only give access to create PO and inventory but not to bill payments. Here's how:

1. Go to the Company menu, select Users, and then click Set Up Users and Role.
2. Proceed to the Role List tab.
3. Click New.
4. Enter the name of the new access or role.
5. Select Vendors and Payables, then click Partial under Area Access Level.
6. Click the Plus icon beside Vendors and Payables to see the complete list of access.
7. Select all access that you want to give to this user.
8. Click Pay Bills and select None under Area Access Level.
9. Select OK. 

Once done, assign this role to the user. Here's how:

1. Go to the User List tab.
2. Click the name of the user and select Edit.
3. Look for the role that you just created under Available Roles.
4. Click on it and select Add.
5. Select OK.

Here's an article about this for more details: 

• Create and Manage Roles in QuickBooks Desktop Enterprise
• QuickBooks Desktop Users and Restrictions

I'd also like to add a couple more articles in case you might them in your future tasks:

• Transfer the Primary Admin Role in QuickBooks Desktop
• Create Data Level Permissions in QuickBooks Desktop Enterprise

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way. 

Hi jecalderon,

Hope you’re doing great. I wanted to see how everything is going about customizing a user's access. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!