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kaseythomas-tnr
Level 1

I need to give access to our computer tech person to download invoices, but I don't want him to see any qbo info. Is there a way?

 
2 Comments 2
Test2GoLLC
Level 3

I need to give access to our computer tech person to download invoices, but I don't want him to see any qbo info. Is there a way?

Adding the person as a user and limiting their access to customers and sales will do the trick.

CharleneMaeF
QuickBooks Team

I need to give access to our computer tech person to download invoices, but I don't want him to see any qbo info. Is there a way?

Good day, @kaseythomas-tnr.

 

We're unable to provide access rights for a specific function such as downloading invoices only. I agree with what Test2GoLLC said. The least access rights you can give is the Standard user limited to Customers.

 

Here's how:

  1. From the Gear icon, select Manage Users.
  2. Click Add user.
  3. Choose Standard user as a user type, then click Next.
  4. Select Limited and then place a checkmark beside Customers.
  5. Read what can the user do and can't do, then click Next.
  6. Select user settings and then click Next.
  7. Enter the name of your tech person and email address.
  8. Once done, click on Save.

The new user will receive an email that he/she is invited to access your company file.

 

For more details about managing your users in QuickBooks, you can check out this article: Add, Delete, or Change User Access.

 

I've also included an article wherein you can learn more information about the different user types and levels of access in QuickBooks: User Types in QuickBooks Online.

 

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