Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
MOY
Level 1

Reply to message

After much trouble getting a new user set up to be able to upload and forward email receipts, but not have access to much else, I learned it won't work unless the user is set up as a Standard User and you check "Limited" access to BOTH "Customers" and "Vendors".

How much access do you want this user to have?
All
Payroll access
None
Limited X
Customers X   Vendors X
 
This is more access than I would prefer my assistant to have, but it's currently the only way to get the Receipts functionality I need.
 
I'm really hoping to see an update that will allow a new user to be added that will ONLY give them the ability to scan, upload and forward emailed receipts that won't count towards the billable users, much like the Time Track only users.

 

Need to get in touch?

Contact us