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Z-Expert
Level 1

Can we assign limitation on user that it may add transaction only

Hi ,

Can we assign limitation in QBO that user can only add transaction , he may not access/rights to edit or change transaction once saved.

2-is there any method of prior approval before printing checks

2 Comments 2
DHeraV
Moderator

Can we assign limitation on user that it may add transaction only

Welcome to the Community, @Z-Expert,

I'm here to share some insights about assigning limitations to users in QuickBooks Online (QBO).

The option to manage custom roles is only available in QBO Advanced. If you are subscribed to one, you can customize and assign roles to your user. 

However, adding a user with access to only add transactions is not possible in QBO. A role that manages transactions should have the option to edit and delete them. 

For detailed information, kindly visit: Add and manage custom roles in QuickBooks Online Advanced.

Also, the ability to set up prior approval before printing checks is unavailable in QBO. 

You may want to view this article to learn how to set up and use bill approval in QBO Advanced: How to set up and use bill approval workflows in QuickBooks Online Advanced.

I'll also share this article you can read if you want to learn how to email or print multiple invoices, sales receipts, and estimates now or later: Email or print multiple sales forms in QuickBooks Online.

Feel free to leave a reply if you require further assistance with assigning roles in QBO. The Community team is here to help you anytime. Keep safe.

Fiat Lux - ASIA
Level 15

Can we assign limitation on user that it may add transaction only

@Z-Expert 

Another option, signup for a separate Melio account for free to integrate with QBO. You can utilize the approval feature to manage and pay your bills to vendors/contractors. 

https://affiliates.meliopayments.com/quickbooks

 

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