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Level 1

Can an employee do an invoice without seeing company infortmation?

 
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Anonymous
Not applicable

Can an employee do an invoice without seeing company infortmation?

Not sure what "do an invoice" means, or which "company information" you mean (yours or the customers), but in any case the answer is very likely no.

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Content Leader

Can an employee do an invoice without seeing company infortmation?

Hi there, draftdoc.

 

Thanks for contacting the Community for support. I'd be glad to provide some insight on what employees can and can't do within your QuickBooks Online account.

 

User permissions are determined when they're added to the account, but can also be edited later, if need be. Some types of users you may be interested in setting your employees up as include:

- Standard User: You can give full or limited access, without admin privileges.

- Custom User: This user can have more specific access and restrictions to areas of QBO. You have more control of what they see or do. (*This user type is only available in QBO Advanced.)

 

It's also important to note the types of permissions that can be granted. One type to consider in this situation is Limited Access. This link provides more information about user and permission types: https://quickbooks.intuit.com/community/Account-management/Get-to-know-user-types-and-permissions/m-....

 

For additional details on adding, deleting, and changing user access, take a look at this article: https://quickbooks.intuit.com/community/Account-management/How-to-add-delete-or-change-a-user-s-acce....

 

This information will allow you to modify what your employees can do and see in QBO. I'm only a post away if you have any questions about this or any other area of QuickBooks. Take care.

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