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JeremiahS
Level 1

inventory

how do i give a staff member access to add stock into the system? I don't want them having access to much else.

1 Comment 1
DebSheenD
QuickBooks Team

inventory

Hello there, JeremiahS.

 

I’m here to help so your users can access to add stock in QuickBooks.

 

You can choose QuickBooks Online advanced to obtain this access for your member. With custom roles, your users can add items only in QuickBooks file.

First, ensure to have locations set up for each member. This way, you can create a role with different access for each. Here’s how you do it:

 

  1. Go to the Gear icon, then choose Manage users.
  2. Click the Roles tab, then tap Add role.
  3. In the Sales section, choose what your user can access.
  4. Click one or more locations, then hit Next.
  5. Enter a role name and description, then hit Save.


Once done, you’ll need to add your managers in QuickBooks and assign a role. You can follow the steps outlined below:

 

  1. Go back to the Gear icon, then click Manage users.
  2. Choose the Users tab, then Add user.
  3. Tap Custom role, then choose from the existing roles you created.
  4. Enter the manager’s name and email address, then tick Save.


Check out this reference for complete and detailed instructions with the process: Add and manage custom roles in QBO Advanced.

 

In addition, you can view this article to learn more about the different options for roles and permissions: User roles and access rights in QuickBooks.

 

If you still have other questions or concerns with the user's limit and access, please let me know. I'll get back to you as soon as I can. Keep safe!