Hi, is there a way that MASTER ADMIN can restrict employees' access to our PRODUCTS and SERVICES? What if the staff will edit the products/services? That's crazy.

Hi there, @accounting-ygpso.

I can provide information about managing employees' access to your QuickBooks Online (QBO).

Yes, there is. To restrict them from accessing your Products and Services in QBO, you need to select None for their access rights. This will also prohibits them from using any of the accounting features in QBO. They can submit time sheets.

Here's how to do it:

1. Go to the Gear icon at the top right of your company file.
2. Click Manage users.
3. Find the user you want to edit. Then select Edit in the Action column.
4. Choose Standard user in the User type drop-down, then tick None.
5. Hit Save.

Once done, ask the user to sign out and sign in again to see the updates. To learn more about managing user roles and access rights in QBO, consider checking out these articles:

• Add and manage users in QuickBooks Online.
• User roles and access rights in QuickBooks Online.

For more tips and other resources, you can also visit our website for future reference: Self-help articles.

I'm only a few clicks away if you have follow-up questions about this or anything else QuickBooks. I'll be happy to answer them. Take care always.

Hi Fritz, 

Thanks for your reply. However, my employees should be able to do the following: 

1. Create new customers of his/her own. 

2. View all customers entire company

3. Issue invoices, sales receipt, etc. to all customers. 

Basically, under SALES tab are

1. All Sales

2. Invoices

3. Customers

4. Products and Services.

All I need to happen is to DEACTIVATE the "#4. Products and Services" , and retain employees access to #s 1,2 & 3. 

How?

Hi.  Exactly the same concern here.  The employees need to access sales and customers but DO NOT NEED to access the products list, most specially the COSTS.  How can we address this?  In quickbooks desktop, this poses no problem.  

I'm here to share information that could help get through this.

You can give your employees partial access to your inventory and prevent them from editing and deleting items. You can do so by selecting Sales Manager as their role. However, this feature is only available in QuickBooks Online Advanced. And this version is not available for other regions. 

Just in case you want to use a third-party application when working with QBO, you can visit and check for compatible apps through the Apps Center. 

Here's how:

1. Open this link: https://quickbooks.intuit.com/app/apps/home/.
2. Select your region from the drop-down beside the magnifying glass.
3. Look for an application from the search field.

Let me also share these articles for more details about managing users:

• User Types And User Permissions In QuickBooks Online
• What Different Types Of Users Can I Add To My Company?
• Add, Delete, Or Change User Access

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

@JamesAndrewM 

Is there QBO Advanced for Global version know?

@henry t 

Switch back to QB Desktop or use a CRM app to connect with QBO as a workaround.