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khawk
Level 1

User Roles on Quickbooks online

I need a sales guy to be able to create invoices but I need him to not be able to receive payments. 

2 Comments
JonpriL
Moderator

User Roles on Quickbooks online

Hello @khawk,

 

As of the moment, there isn't an integrated way to let a user only create invoices. This is because once you let a user access your account with access to your customers, he/she can access all tasks related to customer transactions.

 

That being said, here's an article you can read to learn more about the different access and permissions you can give to a user: Learn about the different user types and levels of access in QuickBooks Online.

 

Additionally, I've also included this helpful article to identify how many users you can invite with your current subscription: Learn about usage limits and what your best options are if you reach one.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to assist you. Stay safe and well!

Fiat Lux - ASIA
Level 15

User Roles on Quickbooks online

@khawk 

You may consider opening a MP account and give access to your sales guy to release the invoice. He doesn't need to access your QBO account.

https:// melio.grsm.io/quickbooks

 

Another option, you may have a CRM app for him.

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