Hello..i am using QBOA-i have set up projects and tasks. Also have my staff set up as users. Can i restrict staff from deleting or making changes to tasks or projects?

Thanks for reaching out to us, ajeethd.

You'll want to set up your staff as Standard user and customise their access rights to limit only to certain options. Let me guide you with the steps.

1. Click the Gear icon, then select Manage Users.
2. Click Edit under the Action column if you have already added the user.
3. Select Standard user, click Next.
4. Choose Limited, then select if you want to customise your user access for Customers and Suppliers.
5. Click Next, then choose the user settings.
6. Click Next, then Save.

Please check this for more information about different user types in QuickBooks Online (QBO): What Different Types Of Users Can I Add To My Company?

For future reference, you can visit this article for additional information:

• User Types In QuickBooks Online
• Add, Delete, Or Change User Access

You can always touch base with us if you have any other concerns. We're always right here to help.

Hi Maria

Thanks for suggestion. I am using the accountant version and my staff are set up under "your team" under gear icon when on practice profile. The rights here are different to that of a user. There are no limits of number of staff to set up under an accountant profile etc but there are limits to number of users set up under a particular package. Hoping for your further assistance.

Hi,

I am unable to access both the articles. Please share the new links.

Thanks,

Harish

Hi there, HarishG.

I'd be glad to offer help so you're able to access those links. This way, you can manage users, tasks, and projects in QuickBooks Online (QBOA).

Here are the helpful articles:

• Manage and track your work with client requests, projects, and tasks.
• Add and manage users in QuickBooks Online.

I've also added an article that'll help you customize a project template: Create and use project templates.

If you need further assistance about handling access rights in QuickBooks, please post a reply below. I'm always here to help you out.