Hello there, accounts.
I'm here to help you with the issue of your customer being able to access the total sales information.
It appears that you have granted an individual access to sensitive data, which is why the customer can view such information. To help you address this scenario, I recommend reviewing and adjusting the access permissions you've granted to ensure that only authorized individuals have access to this information. This will help protect the confidentiality of your sales data.
It is also a good idea to give user access to your employees instead of your customers. That way, you can ensure the privacy and security of your account.
You can easily make these changes by revisiting user roles and permissions settings within your account and adjusting them accordingly.
- Navigate to the Gear icon and select Manage Users.
- Find the user you want to update, then click Edit in the Action column. If they’re new ones, click Add user.
- Select the user settings you want to manage. Check out Standard user role access rights to see the summary of what options are allowed.
- Click Next, then Save.
I'm sharing these resources to learn more details about managing users in QBO:
Moreover, you can check this article that provides details on creating and sending statements to customers to show summaries of their invoices, payments, credits, and balances for reference: Create and send customer statements in QuickBooks Online.
Don't hesitate to post again if you need further assistance with user permissions or other concerns you may have. I'll be sure to back you up.
