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sanuth.qb
Level 1

Can we customize user for only payment receive ?

User can have access for only payment receive
1 Comment 1
JoesemM
Moderator

Can we customize user for only payment receive ?

Hello there, @sanuth. 

 

I'll share insights on how you can customize the access of a user, into receiving payment only.

 

In QuickBooks, you can customize the user roles and limit their access to specific tasks like receiving payment. You'll just have to edit their roles from the Manage Users page. 

 

Here's how:

 

  1. Select Settings.
  2. Click Manage users.
  3. Find the user you want to edit. Then select Edit in the Action column.
  4. Change the User type.
  5. Select the user settings you want to manage.
  6. Click Save.
  7. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

 

To learn more about adding users and the corresponding roles, kindly use and read the following articles below: 

 

 

Also, feel free to visit our Manage Your Account page for more insights about how a feature is use and accomplish tasks related to its functions.

 

Feel free to message again if you have anything else that needs our assistance. We're always here to help. Take care!