QuickBooks Team
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Re: How can i give my assistant access to banking? I want her to handle the bookkeeping but only ...

Good day, reliableliendoct.

 

The option to give your assistant access to handle only the bookkeeping is unavailable in QuickBooks. You can go to Manage users to learn about the user types that you can add and what they can do.

 

Here's how:

  1. Go to the Gear icon, then select Manage Users.
  2. Click the Add user button.
  3. Select the user type, then click Next.
  4. In the Select Access rights section, you can choose How much access do you want this user to have?
  5. Click Next, and complete the contact info.
  6. Then, click Save.

You can check this article to learn more about user types and permission in QBO.

 

I'll personally share this feedback to our product development team. This way, they'll be able to know what's best for your business. 

 

In addition, you can check our QuickBooks Blog so you'll be updated with all new features released in the software.

 

I'll be around if you need more help about this.