I have Quickbook online. I want my accounts clerk to be limited to doing the following: a) Create customers b) Create and Print Invoices c) Generate and Print Receipts

Thanks for posting here, @burmar49,

You can use a Limited user access for this customer. This login includes the following access:

• Enter estimates, invoices, sales receipts, credit notes, and refunds
• Enter charges and credits
• Create and delete statements
• Receive payments from customers
• Add, edit, and delete customers, products, and services
• View customer registers and A/R reports
• View tax rates and agency settings
• Use/adjust tax in sales transactions and journal entries (i.e. manually override calculated tax amounts)
• Add, edit, and delete currencies
• Edit exchange rates

To add a new user, follow the steps below:

1. Go to the Settings ⚙ menu, then Manage users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
2. Click on Add user.
3. Select the user type you want to create.  More options will appear on the screen depending on the user type you select.
4. Enter your new user’s name and email address, then select Save.

I'm sharing these links to help you add users and learn your way around QuickBooks:

• Add and manage users in QuickBooks Online
• Help Articles for QuickBooks Online - International

Let me know if you need further assistance. I'll be right here if you need further help with user management questions in QBO. Have a good one!

@burmar49 

As another option, consider having a CRM app or a Project Management app to do so and integrate it with your QBO. You don't need to give your clerk any access to QBO.