Skip to main content
November 21, 2019
Solved

How to add an employee to Quickbooks so they can upload receipts ONLY

  • November 21, 2019
  • 7 replies
  • 0 views

I have an employee that has a company credit card and I would like for them to be able to use the mobile QuickBooks app to upload receipts or at a minimum send the receipts via email. It appears I need to make them a user, but I am unsure of the settings needed so they are only able to send/upload receipts and not see the company financials or do any other tasks. Thank you!

Best answer by Rustler

If that is all you want them to do, QBO can not do it. Permissions in QBO are not that flexible

7 replies

Rustler
RustlerAnswer
November 21, 2019

If that is all you want them to do, QBO can not do it. Permissions in QBO are not that flexible

November 21, 2019

Hello @robertekral,

Rustler has a point. Currently, we’re working on improvements that will help customer’s needs. However, we can still provide you these options you may consider.

To add user access to your QuickBooks Online account, we could add to this employee as a user. However, there’s no specific role or limit that we could assign to this employee.

To add a QuickBooks Online user we’ll need to invite this new employee as a new user. Here’s how:

 

  1. Select the Gear icon.
  2. Under Your Company, click Manage Users.
  3. In the Manage Users page, click the Add user button.
  4. Select user type then hit Next.
  5. In the Select access rights section, choose the access you want to this user has.
  6. Click Next and then select the user settings.
  7. Fill out their contact information, then hit Save.

Once done, your new user will quickly get an email from quickbooks-email@intuit.com. It has your business’s name and a message that includes “Ready to get started? Let's go!”, then lets your employees select “Let’s go!”.

You can check these articles for further information about types of users.

 

Also, you can connect a third-party app that your employee can use to upload receipts. You can check this link to get a better comparison that suits your business needs:https://apps.intuit.com/app/apps/home.

If you need anything else, feel free to come back anytime. I’m always here to help.

April 16, 2020

Same issue.  My assistant is going to upload receipts and match them but I don't want to give her access to everything else. Is there a way to do this?

November 21, 2019
robertekral - I have the same question.  I use the Veryfi app that reads receipts and syncs with QB.  Works great!
 
February 7, 2021

Hello @ctl-riguy,

 

As of this time, we're unable to provide the exact turnaround time as to when a certain feature will be available in the software. Checking our blog is a way of letting you know, our users, about the latest improvements that have been rolled out.

 

With this, let's consider letting our product developers know about your request by following the steps below:

  1. Go to the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Describe your request in a few words. Say - A user that only email receipts.
  4. Click Next.

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Account Management for QuickBooks Online.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

Angelyn_T
February 12, 2021

Hi there, @RBBTreasurer.

 

I'm stepping in for a moment and share with you some information about this topic.

 

You'll receive the confirmation code to confirm the forwarding address to your email address or phone number. If you've used your email, then you can check the code from there. 

 

On the other hand, we didn't receive any update yet about adding users to upload receipts only. Rest assured our engineers are working nonstop to deliver the best experiences for all QuickBooks users. For the time being, I recommend checking out our blog to stay current with the latest QuickBooks news and feature enhancements.

 

Here's the link: The QuickBooks Blog.

 

To know more about user management and the receipt feature in QuickBooks Online, you can open these articles:

 

 

If you have any other QuickBooks questions, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

April 6, 2023

PLEASE,PLEASE MAKE THIS AN OTION, ASAP

July 11, 2023

Quickbooks, please add this very basic functionality to your software. Many employees in any given company can make purchases, but do not have access to company financials. This should be reflected in how you can customize user types.

KlentB
July 11, 2023

I appreciate your engagement and proactive approach to sharing your thoughts with us, alayne.

 

I completely understand that many employees are involved in making purchases without requiring access to company financials directly. Having different levels of access for employees while ensuring that sensitive information remains protected would be very helpful in the segregation of duties within your organization.

 

Your feedback on this matter is greatly valued. Please know that we're constantly striving to enhance our product and meet the evolving needs of our customers.

 

To ensure that your suggestion reaches our development team, I encourage sharing your comments by following the steps below. Your input plays a pivotal role in shaping our product roadmap.

 

  1. Sign in to your QBO company.
  2. Go to the Gear icon, then choose Feedback.
  3. Enter your request in the description box and click Next.

In the meantime, consider having your worker use a third-party application to sync the receipts. This way, they won't be able to open and view the other areas of the program.

 

To learn more about the different levels of access rights and roles that count toward your user limits, check out these articles:

 

 

Please don't hesitate to tag me if you have any further questions or concerns. The Community is open 24/7 and always ready to lend a hand. 

August 13, 2023

Several years later and it appears that you STILL cannot grant credit card scanning only for a user........