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speucker
Level 1

how do i allow someone to only create/edit bills for certain vendors or account categories. they can not see any other areas or information in qb. thanks

this is for a clerk to enter bills for cable, uniform cleaning ect...but not see any other information in QB ..i tried to create a user roles but they can see the list of all unapproved bills no matter what vendor or account category. new user to QB so I still learning...thanks

1 Comment 1
Nicole_N
QuickBooks Team

how do i allow someone to only create/edit bills for certain vendors or account categories. they can not see any other areas or information in qb. thanks

We appreciate your effort in taking the time to set up user permissions carefully to protect your business’s sensitive financial data, speucker.

 

We understand your intention to allow the clerk to create and edit bills for certain vendors while restricting their ability to view other company information. 

 

Currently, QuickBooks Online does not provide the ability to restrict access exclusively to your preference.

 

Although you can create custom roles in QuickBooks that grant access to the creation and editing of bills, it still includes viewing company information, such as the vendor list and any bills entered for all vendors, not just specific ones.

 

If you need any further help or clarification, please let us know by leaving a reply below.

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