Other questions
Let me help you set up the role, MM_bros.
May I know what specific product you are using? If this is QuickBooks Desktop, you can select from 4 predefined roles for your business. You can set up specific roles for your user. To do so, follow the steps below:
- Go to the Company menu, then select Users.
- Select Set Up Users and Roles.
- Enter the admin password, then select OK.
- Select the Role List tab.
- Select a role, then select Edit to review its permissions.
- In the Area and Activities section, select an area of your accounts. You can select None, Full, or Partial to set the access level.
- Once you set the permissions, select OK to save.
I have tried this on my end and here's my actual screenshot:
Please note that you'll have the option to select Full Access for your Purchases and Accounts Payable and the same as Time Tracking.
On the other hand, if you're using QuickBooks Online, you can only set different levels of access for standard users. They can work with customers, sales, vendors, and expenses and can enter timesheets, add users, update company information, or manage subscriptions.
If you want your users to track time, you can make them a time-tracking-only user. They can enter timesheets for themselves and will only have access to timesheets and time reports. For bill approval, this is only available in QuickBooks Online Advanced. You can create custom workflows to automate common tasks in QuickBooks.
You can also check this article on how access rights work: User Roles and Access Rights in QuickBooks Online.
Furthermore, learn how to add, edit, and troubleshoot QuickBooks user login and restrictions. I've got these articles for more information:
You can always keep in touch if you have any other concerns about managing users. I'm always right here to help.
