Thank you for bringing this to our attention, Luis50.
It's crucial to have effective communication among team members to improve your business workflow and keep track of payables smoothly. Let's work together to address your concern about customizing a user so that they can mark bills as paid and the reports mentioned above.
In QuickBooks Online (QBO), you can personalize every role and assign individual permissions for designated tasks. Follow these steps to achieve your goal:
- In your company, go to the Gear icon in the upper-right and choose Manage users under Your Company.
- Click the Add user button in the Users tab to open the Add a new user page.
- From there, fill in the fields with the appropriate information.
- Tap the Roles drop-down and select Standard limited vendors only.
- Review the access and permission levels and press the Send invitation button.
After that, the user will receive an email inviting them to join the company. Advise them to click on the Let’s go! link. They can either set up a new Intuit Account or sign in if they already have one.
If the employee has already been added and with a different user type, simply modify the role Here's how:
- In your company, go to the Gear icon in the upper-right and choose Manage users under Your Company.
- In the Users tab, look for the user you're working on.
- Go to the Action column and click the Edit link to see more options.
- On the Edit user page, tap the Roles drop-down and select Standard limited vendors only.
- Press the Save changes button for the changes to take effect.
- Choose Update info.
Check out this article that tackles the process of editing or deleting a user in your company: Add and manage users in QuickBooks Online.
Keep these resources handy for future reference. They explore the details of user permission levels or roles, the process to add accountant access, and the maximum number of users you can add to your subscription. Feel free to open each link below for the complete details:
If you encounter any issues or have any questions along the way about adding the user, don't hesitate to let me know in the comment section below. I'm here to assist you and ensure that you're able to get the most out of QBO. Have a good one, Luis50.
