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Brian at SPS
Level 1

Is there a way to give an employee partial access to quickbooks services such as building quotes and invoicing customers?

 
2 Comments 2
IamjuViel
QuickBooks Team

Is there a way to give an employee partial access to quickbooks services such as building quotes and invoicing customers?

Yes, you can give your employee a partial access, @Brian at SPS.

 

Restricting your user's access depends on the specific role and task they have to perform. You can limit your employee's access to Standard with Customer view. I can guide you on how to do it.

  1. Go to the Gear icon.
  2. Select Manage Users and click on New.
  3. Choose Standard User and click on Next.
  4. Pick Limited and check the Customers and Vendors boxes. 
  5. Click on Next.
  6. Select the user settings and click on Next
  7. Enter the name and email add.
  8. Click on Save

You can use this article for more insights: You can do WHAT in QuickBooks? Enabling multiple users.

 

Lastly, you can read through these resources to learn more about users and restrictions:

Always feel free to leave a comment below if you have other questions or concerns. I'm always here to help.

Fiat Lux - ASIA
Level 15

Is there a way to give an employee partial access to quickbooks services such as building quotes and invoicing customers?

@Brian at SPS 

As another option, you may have an additional app for the employee. You don't need to give any access to QBO.

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