Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer October 27, 2022
Solved
Best Answers
Welcome to the QuickBooks family, @mauriceh313.
Yes, there's a way to set up a profile in QuickBooks Online and hide that user from accessing the balances of all your financial accounts.
Here's how:
1. Click the Gear icon.
2. Select Manage users.
3. Select Standard user. Click Next.
4. In the select access right choose Limited (check box for customer and vendors). Click next.
5. Select user settings. Click next.
6. Fill in the Contact information.
7. Save.
You might want to learn how to categorize your transactions and track your financial information, you can read through this article: Learn about the chart of accounts in QuickBooks Online.
If you require any additional assistance with managing users, please post again and leave a comment on this thread. I'll be happy to lend a hand. Keep safe. Have a great day!
Welcome to the QuickBooks family, @mauriceh313.
Yes, there's a way to set up a profile in QuickBooks Online and hide that user from accessing the balances of all your financial accounts.
Here's how:
1. Click the Gear icon.
2. Select Manage users.
3. Select Standard user. Click Next.
4. In the select access right choose Limited (check box for customer and vendors). Click next.
5. Select user settings. Click next.
6. Fill in the Contact information.
7. Save.
You might want to learn how to categorize your transactions and track your financial information, you can read through this article: Learn about the chart of accounts in QuickBooks Online.
If you require any additional assistance with managing users, please post again and leave a comment on this thread. I'll be happy to lend a hand. Keep safe. Have a great day!
