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dcpconstructionr
Level 1

I am logged into my account and have limited access unlike before. I cannot access customer invoices or estimates that I need to modify. Anyone have this issue?

 
3 Comments
Rose-A
Moderator

I am logged into my account and have limited access unlike before. I cannot access customer invoices or estimates that I need to modify. Anyone have this issue?

Hey there, @dcpconstructionr.

Let me share an insight about the user access permissions in QuickBooks Online.

 

We haven't received similar issues reported. The Company Admin has access to all areas of the company file, while the Master Admin can grant a user access to the company's information.

 

You may want to ask the Master Admin to check your user access rights in QuickBooks Online.

 

Here’s what the Master Admin needs to do:

  1. Click the Gear icon and select Manage Users.
  2. Highlight the user's name, click Edit.
  3. Under Edit user settings, go to User type.
  4. Under Limited, make sure to select the correct option (Customers or Vendors).
  5. Hit Save.

If you’ve confirmed that the permissions are set up correctly, let's perform basic troubleshooting steps to check whether this has something to do with your browser. You can use an Incognito browser or a new private window.

 

Here's how to open a private window in different browsers:

  • Google Chrome: press Ctrl + Shift + N.
  • Mozilla Firefox: press Ctrl + Shift + P.
  • Internet Explorer: press Ctrl + Shift + P.
  • Safari: press Command + Shift + N.

If you require any further information about types of users and permissions in QuickBooks Online, check out this article: https://quickbooks.intuit.com/community/Account-management/Get-to-know-user-types-and-permissions/td....

 

You'll be back to business in no time. Please know I'm only a post away if you have any other questions. Have a great rest of your day!

brujuchastain
Level 1

I am logged into my account and have limited access unlike before. I cannot access customer invoices or estimates that I need to modify. Anyone have this issue?

I have been trying to email invoices and estimate for 4 days now ,it will not let me access my client or make new invoices or estimates

Catherine_B
QuickBooks Team

I am logged into my account and have limited access unlike before. I cannot access customer invoices or estimates that I need to modify. Anyone have this issue?

 

I've checked for similar reported issues in our list and didn't find any, brujuchastain.

 

If you've tried performing the browser troubleshooting steps provided by my colleague above and got the same response, I'd suggest contacting us. We can further verify the root cause of this issue and the which section of QuickBooks Online you're granted to access.

 

Here's how to connect with us:

  1. Log in to qbo.intuit.com.
  2. Go to Help (?) and select Contact Us.
  3. Enter your questions about limited user access. Then select Let's talk.
  4. Choose a way to connect with us. You can start a chat or get a callback.

You can also check with the company's master admin if they've changed your access.  

 

Keep me posted on how the troubleshooting works. I'll be here to help. You stay always!

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