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Established Member

User Access for their invoices only

I’m curious about user access. I want to give access to my sales team to generate invoices and such but I don’t want them to see any invoices they didn’t generate.

Any help?

2 Comments
QuickBooks Team

Re: User Access for their invoices only

I'll share information about user access in QuickBooks, Zaphel.

 

You can use the Standard user option so you can limit your user's access. Note that user's who have Customers and sales access rights are able to see all invoices.

 

Here's how:

  1. Go to the Gear icon on the upper right.
  2. Select Manage Users, and click Add user button.
  3. Select the Standard user.
  4. Click Next, then choose Limited.
  5. Put a check mark on Customers, then select Next.
  6. Enter new user's profile.
  7. Then, click Save.

To understand more about user types and permission, you can refer to this article:  Learn about user types and permissions in QuickBooks Online.

 

That should answer your concern for today. Let me know if you have further questions about this. I'll be right here to help.

Established Community Backer ***

Re: User Access for their invoices only

@Zaphel 

said
I want to give access to my sales team to generate invoices and such but I don’t want them to see any invoices they didn’t generate.

 

@GlinetteC 

said
... user's who have Customers and sales access rights are able to see all invoices.
and here is how to do that - I'm wondering why explain how to give a user rights to view all, when that is not what is specifically wanted

 

@Zaphel 

Short answer
QBO user permissions are NOT flexible enough to do what you are asking