Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Hello there, @woodmoon.
Thanks for posting again here in the Community. I can share some information about adding a custom role in QuickBooks Online (QBO).
The receipt snap feature allows you to categorize and track uploaded expense receipts and bills in QBO. However, only the primary and company admin users can access it. This goes to entering banking or credit card information as well.
You can learn more about the different options for user roles and access permissions by visiting this article: User roles and access rights in QuickBooks Online.
On the other hand, if you're using a QBO Advanced version, you can set up custom roles to give users specific access to your account. Please note that only the master admin can provide this function to a user. If you need to be the new primary admin, follow the steps in this article to transfer access: How to Change the Primary Admin User in QuickBooks.
To see more tips and other resources about QBO, I recommend visiting our website for future reference: Self-help articles.
Reach out to me if you have any follow-up questions about this or if there's anything else I can do for you. I'll be around to help. Have a wonderful rest of the day.
Hello there, @woodmoon.
Thanks for posting again here in the Community. I can share some information about adding a custom role in QuickBooks Online (QBO).
The receipt snap feature allows you to categorize and track uploaded expense receipts and bills in QBO. However, only the primary and company admin users can access it. This goes to entering banking or credit card information as well.
You can learn more about the different options for user roles and access permissions by visiting this article: User roles and access rights in QuickBooks Online.
On the other hand, if you're using a QBO Advanced version, you can set up custom roles to give users specific access to your account. Please note that only the master admin can provide this function to a user. If you need to be the new primary admin, follow the steps in this article to transfer access: How to Change the Primary Admin User in QuickBooks.
To see more tips and other resources about QBO, I recommend visiting our website for future reference: Self-help articles.
Reach out to me if you have any follow-up questions about this or if there's anything else I can do for you. I'll be around to help. Have a wonderful rest of the day.
Can someone other than the Admin scan in receipts if we upgrade to QBO advanced???
Thanks for asking again, @woodmoon. Other than admin, the primary user can scan receipts.
You can check out this article to learn more about attachments of receipts:
Feel warm to send a reply if you have questions about anything else in QuickBooks. I'll be right here to help you.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here