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Level 2

QB Online Essentials Access Level - Limited to Customers

I am providing someone with access to QB Online and want to ensure they do not have access to the general ledger, they cannot print financial reports (P&L, balance sheet), and they cannot see payroll records. I simply want them to be able to create invoices and apply invoice payments, that is it, and no other access level.

 

If I add them under Limited - Customer access, will this be accomplished?

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Moderator

QB Online Essentials Access Level - Limited to Customers

Hello globetreader569,

 

Yes, you can grant the user the Limited to Customers access rights. They can only enter customer-related transactions (invoices, estimates, invoice payments, credit memos, and etc.) You can view the list of things they can do as you select said access rights. You can refer to your screenshot, too.

 

You might also find these articles helpful when dealing with user types and permissions: 

I'll be right here if you need more help with this. Have a great day!

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