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nancy49
Level 1

What can I do so that another user at my company can have access to Purchase Orders, invoices and bills?

 
3 Comments 3
john-pero
Community Champion

What can I do so that another user at my company can have access to Purchase Orders, invoices and bills?

You can add them as a limited access user where :

 

This user can:
  • Enter estimates, invoices, sales receipts, credit memos, refunds, charges, and credits
  • Create and delete statements
  • Receive payments from customers
  • Fill out time sheets for anyone
  • Add, edit, and delete customers, vendors, products, and services
  • View customer registers
  • View customer and A/R reports
  • View vendor and A/P reports
  • Enter bills from vendors
  • Pay bills, write and print checks, and view check reports
  • Make bills and purchases billable to customers
  • Enter cash and credit card purchases
They can’t:
  • Add, edit, and delete accounts and quantity on hand
  • View bank registers
  • See total income and expense amounts on Home, Vendor, and Customer pages

 

If access to actually paying bills is off the table then, unfortunately, you cannot restrict that far. But this does prohibit them from certain critical financials

Fiat Lux - ASIA
Level 15

What can I do so that another user at my company can have access to Purchase Orders, invoices and bills?


If access to actually paying bills is off the table then, unfortunately, you cannot restrict that far. But this does prohibit them from certain critical financials


@nancy49 

If you concern this issue, consider a 3rd party payment service. You may setup of multiple users and approval workflows and configure 2-way sync with QuickBooks Online (data flows both ways).
https:// melio.grsm.io/quickbooks

 

MaulikH
QuickBooks Team

What can I do so that another user at my company can have access to Purchase Orders, invoices and bills?

Hey there, Nancy49.

 

John-Pero is absolutely correct. You can add a user to split some of the workload and customize what access they have. To invite a user to QuickBooks follow these steps:

  1. Select Settings, then Manage Users.
  2. Select Add User.
  3. Select the user type you want to create. More options will appear on the screen depending on the user type you select.
  4. Enter your new user's name and email address,then select Save.

Add, Delete and Change User Access, details more about users in QBO. I'm here as well if you have any questions, please let me know by replying below.

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