How can I create custom user roles in Quickbooks online?

Custom roles allow you to precisely manage user access in QuickBooks, ensuring each user has only the necessary permissions for their specific role. I will provide detailed information and guidance on how you can effectively customize this task, ReganD.

Before we proceed, please note that this feature is exclusively available to QuickBooks Online Advanced subscribers. If you are subscribed to this tier, please follow these steps:

1. Navigate to the Gear icon, then Manage users.

2. Go to the Roles tab, and click Add role.
3. Enter a Role name and Role description.4. Select what the user role can access.

5. Hit Save.

For more information, you can visit this material: Add and manage custom roles in QuickBooks Online Advanced.

However, if you are using a QBO Simple Start, Essentials, or Plus plan, consider upgrading your subscription to access the custom roles feature. This upgrade will enable greater flexibility and control over user access, enhancing the management of your QuickBooks environment.

Furthermore, feel free to check this handy article to know more about the roles and access rights available inside the program: User roles and access rights in QuickBooks Online.

Implementing these roles can significantly streamline your operations, enhancing both security and efficiency within your organization. If you have any further questions or require additional assistance as you navigate through this process, please don't hesitate to reach out. I'm here to support you every step of the way as you optimize your QuickBooks experience to best suit your business needs.