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Level 1

Hello, I want my assistant to send out invoices for me but do not want her to see all of cashflow etc. Is there a way to have her see only certain parts of quickbooks?

 
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QuickBooks Team

Hello, I want my assistant to send out invoices for me but do not want her to see all of cashflow etc. Is there a way to have her see only certain parts of quickbooks?

Hi there, miamireimages.

 

I'm happy to see you posting here in QuickBooks Community. 

 

Yes, there's a way for your assistant to see only certain parts in QuickBooks Online. I suggest setting your assistant as a Limited Standard user and choose the Customer box. This way, the user can send out invoices for you without seeing all of the cashflows in QuickBooks.

 

Here's how:

 

  1. Go to the Gear icon ⚙ and choose Manage users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  2. Click the Add user button.
  3. Select Standard user. More options will appear on the screen depending on the user type you select. Then, click Next.
  4. Choose the Limited radio button. Then, checkmark the Customer box.
  5. Click Next.
  6. Choose user settings and click Next.
  7. Enter your new user’s name and email address.
  8. Hit Save.

 

 

 

 

 

 

 

 

Once done, your new user will quickly get an email from quickbooks-email@intuit.com. It has your business’s name and a message that includes “Ready to get started? Let's go!”

 

For additional information, you can click this article: Add, delete, or change user access. This also contains steps on how to delete a user from your account.

 

Please refer to this article to see different user types and levels of their access in QuickBooks Online: User types and user permissions in QuickBooks Online.

 

Let me know how it goes and leave a reply below if you have further questions. I'm always here to help. Stay inside and take care always!

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