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Level 1

How can i give my assistant access to banking? I want her to handle the bookkeeping but only bookkeeping. When i gave access it showed my invoices and other things.

 
3 Comments
Anonymous
Not applicable

Re: How can i give my assistant access to banking? I want her to handle the bookkeeping but only bookkeeping. When i gave access it showed my invoices and other things.

hi @ reliableliendoct ,

User access feature in QBO is very limited. You have to consider migrating it to Desktop version.

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Moderator

Re: How can i give my assistant access to banking? I want her to handle the bookkeeping but only ...

Good day, reliableliendoct.

 

The option to give your assistant access to handle only the bookkeeping is unavailable in QuickBooks. You can go to Manage users to learn about the user types that you can add and what they can do.

 

Here's how:

  1. Go to the Gear icon, then select Manage Users.
  2. Click the Add user button.
  3. Select the user type, then click Next.
  4. In the Select Access rights section, you can choose How much access do you want this user to have?
  5. Click Next, and complete the contact info.
  6. Then, click Save.

You can check this article to learn more about user types and permission in QBO.

 

I'll personally share this feedback to our product development team. This way, they'll be able to know what's best for your business. 

 

In addition, you can check our QuickBooks Blog so you'll be updated with all new features released in the software.

 

I'll be around if you need more help about this. 

Level 12

Re: How can i give my assistant access to banking? I want her to handle the bookkeeping but only bookkeeping. When i gave access it showed my invoices and other things.

"Only" bookkeeping? Bookkeeping by definition includes everything except but sometimes taxes as well. You want someone to receive money and pay Bill's (banking) without seeing the invoices or bills? What is it you really only want them to do? Certainly not "bookkeeping" (from a certified bookkeeper)

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