Sales info off for employees.

Jkelly21 · ‎January 10, 2023

I want to be able to turn all the sales info off and all the financial information off but still have my employees be able to write an invoice and add times to tickets. They see the sales info and not the expenses and think we are making all this money but don't see what we pay in taxes and expenses. How can we turn this off. I have tried to modify the user but you still see the sales info. and if you take too much away you are not able to use line items. This is a must fix for me. I don't need my employees to see everything that is going on. PLEASE HELP!

Adrian_A · ‎January 10, 2023

Hi Jkelly21,

I can see how helpful to have access that lets employees create an invoice without turning on the sales and other options.

As of now, this feature is unavailable in QuickBooks. I'd suggest sending Feedback to our developers. You can share this suggestion by clicking the Gear icon, then selecting Feedback.

You can track feature requests through the QuickBooks Online Feature Requests website.

I've also added these references as your employee's guide in creating invoices:

I'm just a post-away if there's anything that I can help with sending transactions.

Jkelly21 · ‎January 11, 2023

I have done that several times with no luck. If this doesn't change I am going to have to do something different.

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Sales info off for employees.

Sales info off for employees.

Sales info off for employees.

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