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info948
Level 1

I would like to have a manager to use QuickBooks mobile to enter invoices only and not see anything of the data. Is it possible ? thank you

 
2 Comments 2
JamesM
QuickBooks Team

I would like to have a manager to use QuickBooks mobile to enter invoices only and not see anything of the data. Is it possible ? thank you

Hi there, 

 

QuickBooks is a great program for adding and managing users on your account. I'd be happy to assist and share more info on this.

 

Before we begin, it's important to learn about user types and roles as they differ depending on which subscription package you're on. Here are the subscription packages and the user limitations associated with them. 

 

QuickBooks EasyStart

1 billable user + 2 accounting firms. Master admin only.

 

QuickBooks Essentials

3 billable users + 2 accounting firms. User types available: Master admin, Company admin, Standard, Time tracking only, and Take payments only.

 

QuickBooks Plus

5 billable users + 2 accounting firms. User types available: Master admin, Company admin, Standard, Time tracking only, Take payments only, and Reports only.

 

Based on what you've described, I recommend setting up a Limited User. This user can do more than just creating invoices. Here are the roles: 

  • Enter estimates, invoices, sales receipts, credit memos, 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 and adjust tax in sales transactions and general journal entries (i.e. manually overriding calculated tax amounts)
  • Add, edit, and delete currencies
  • Edit exchange rates

I recommend you to learn more about user roles using this helpful article: User types in QuickBooks Online. In case you have other questions, feel free to contact our support team using this link here.

Fiat Lux - ASIA
Level 15

I would like to have a manager to use QuickBooks mobile to enter invoices only and not see anything of the data. Is it possible ? thank you

@info948 

Another option, consider this 3rd party estimate/invoicing app. Your manager doesn't need to access QBO.

http://get.practiceignition.com/quickbooks

 

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