Thank you for reaching out with your query regarding user roles and access to the iOS app for QuickBooks Online (QBO). Let me clarify some important points for you.
In QuickBooks Online, user roles determine the level of access and permissions users have within the platform. However, it's important to note that user roles are not designed to grant access specifically to certain iOS apps. Instead, they control what actions users can perform within the QuickBooks Online platform itself so it can be in mobile apps or browsers.
One of the standard user roles in QBO is the "limited to customers and sales" role, which primarily focuses on managing sales-related transactions such as invoices, quotes, sales receipts, credit notes, and refunds. Currently, uploading invoices directly through the iOS app is not supported. Invoice management, including creation and editing, is typically done through the web browser version of QBO. You can follow these steps to import your invoices:
- Go to Settings ⚙ and select Import data.
- Choose Invoices.
- Click Browse and then find and select the relevant invoices.
- Pick Next.
For detailed information, refer to t his article: Import multiple invoices at once in QuickBooks Online.
I'm adding these articles you can use in the future:
If you have any further questions or need assistance with managing invoices in QuickBooks Online, please don't hesitate to reach out. We're here to help! Stay Safe!
