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gleist
Level 2

Is it possible to add an employee to my QB but only give them permission to add expenses via the QB app?

I have an employee in the field who makes purchases on our credit card and I'd like them to be able to use the QB app to post the expense immediately. I don't want them to have any other access to the books, though. Is that possible?
2 Comments 2
Mark_R
QuickBooks Team

Is it possible to add an employee to my QB but only give them permission to add expenses via the QB app?

I've got your back on adding a user with limited access, @gleist.

 

You can add your employee as a standard user with limited access to vendors. This way, they can create expenses into your QuickBooks account. However, they'll be able to access it through a web browser and not only in the QuickBooks app. Here's how:

 

  1. Click the Gear icon, then select Manage users.
  2. Select Add user.
  3. Choose the Standard user type and click Next.
  4. On the Select access rights page, choose Limited and put a checkmark to the Vendors checkbox. Then, select Next.3.PNG
  5. Select the user's settings, if applicable.
  6. Click Save.

 

Once done, your employee will receive an email invitation. And let them accept it by clicking the link. Here's an article you can read for more guidance: Add and manage users in QuickBooks Online.

 

I'm also adding this article to learn more about the different options for user roles and access permissions: User roles and access rights in QuickBooks Online.

 

Should you need any assistance adding a new user in QuickBooks, I'm available here to help any time!

gleist
Level 2

Is it possible to add an employee to my QB but only give them permission to add expenses via the QB app?

Thank you so much!  I'll give that a shot.

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