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March 11, 2021
Question

Hiding the balance in an account so I can have my assistant help me invoice

  • March 11, 2021
  • 1 reply
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1 reply

MariaSoledadG
March 11, 2021

QuickBooks Online allows you to specify access rights to any of your users, PEK1.

 

You can use the Standard or Custom user type to limit the access of your assistant to just entering estimates, invoices, sales receipts, credit memos, refunds, charges, and credits. Then, set them with limited access so they're unable to view your bank register. To add your assistant as a user, you can follow the steps below:

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Choose the Gear icon, then click Manage Users.
  3. Click the New button on the right.
  4. Select Add user.
  5. Select a user type. Then select Next. Some roles count toward your user limit.
  6. Select the access rights for the user. Then select Next.
  7. Select the user settings, if applicable. Then select Next.
  8. Enter the user’s name and email address. Then select Save.

 After that, your assistant will now receive an email. Ask them to click the link in the email. Then, they can create a new Intuit account or just sign in if they already have one.

 

For more QuickBooks Online (QBO) help articles, check out this link for your reference.

 

Feel free to let us know if you need further assistance about adding a user in QBO. Remember, we're here to help you always.