How do I assign user permissions so a user can do everything except write checks?

Hi there, @jim214.

I appreciate you for using QuickBooks Online to manage your business. I'm here to guide you in managing your users in QBO Advanced.

To assign a user and add them in QuickBooks, here's how:

1. Go to Settings, then select Manage users.
2. Click the Users tab, then tick Add.
3. Enter the user's name and email address.
4. From the Assign roles dropdown menu, select the role you want to assign to the user.
5. Review the permissions this role has, then select Send invitation.
6. Enter the custom role name and role description.
7. Hit Save Role.

From there, the user will get an email and need to click on Let's go! to sign in.

You can choose any role for the user except for Expenses. Thus, this user can do expense and vendor transactions like Pay bills, write checks, print checks, view check detail reports, and many more.

Learn more about user roles in QuickBooks Online Advanced by checking out this article: Add and manage custom roles in QuickBooks Online Advanced.

Aside from that, I also want to give you additional references in case you might need them when managing users in QBO:

• What To Do If Invited Users Did Not Receive Your Email Invitation in QuickBooks Online
• Change the Primary Admin User in QuickBooks Online

Keep me posted if you have any clarifications when this process. I want to ensure this gets resolved for you. Take care always!