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DANIELLA-ALVES
Level 1

Would it be possible to hide a payment category from other employees?

 
1 Comment 1
Anonymous
Not applicable

Would it be possible to hide a payment category from other employees?

Hi there, Daniella. QuickBooks Online (QBO) operates on role-based permissions, which are applied at the user level. For this reason, hiding specific payment categories or transactions within these accessible areas is unavailable.

 

Employees with access to the Expenses or Chart of Accounts sections, for example, will be able to see all categories and records within those areas. For stricter privacy, you can consider limiting employees’ access by assigning them to specific roles with restricted permissions. Here's how:

 

  1. Go to the Gear icon and select Manage Users.
  2. Click Add user to enter a new one, or Edit under the Action column to make changes to someone's permission. (Note: Editing the Time tracking only roles is unavailable. Instead, we can delete them and add them again with the correct role.)
    new user.png
  3. Enter the First, Last name, and Email, and assign a role that matches what they are permitted to access.
  4. Hit Send Invite or Save Changes.

 

You're always welcome to reply to this post if you require additional information on managing user permissions in your company. Just click the Reply button to post them here.

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