Yes, it's a good idea to add rules for users in QuickBooks, Natia.
Setting up user roles and access rights is crucial to maintaining security, accurate data, and proper workflow within your QuickBooks Online account. As the primary admin, you have full access to everything in QuickBooks, including the ability to assign and modify user roles and permissions.
With user role management, you can control what each user can view and perform within various sections of QuickBooks Online Advanced, such as Sales, Expenses, Inventory, Lists, Bookkeeping, Accounting, Reports, Time Tracking, Account Management, and Budgets. This tailored access enhances operational efficiency while protecting sensitive information.
To add a user role, follow the steps below:
- Go to the Gear icon and select Manage users.
- Click the Roles tab, then select Add role.
- Enter a Role name and Role description.
- Select what the user role can access in QuickBooks, then click Save Role.
For more details about adding and managing custom roles in QuickBooks, see the following links: Add and manage custom roles in QuickBooks Online Advanced.
If you're using a lower version of QuickBooks, you can open this link to review the common billable and non-billable roles: User roles and access rights. Then, each email address on your plan is assigned a role.
If you have further questions or need additional support with configuring user roles in QuickBooks, feel free to reach out. We're here to help!
