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August 16, 2022
Question

Is there a way to have QBs online separate login(s) for sales reps for invoicing through Ipads , but NOT have any accessibility to other info through my QBs account?

  • August 16, 2022
  • 1 reply
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1 reply

Fiat Lux - ASIA
August 16, 2022

You need a 3rd party app to do so. Your sales reps don't need to log into QBO to send invoices.

August 16, 2022

Hi there, @bobby34.

 

I'll share insight about adding a user and the corresponding access rights in QuickBooks Online.

 

As of the moment, there isn't an integrated way to give invoicing-only access to a user in QuickBooks. And we're unable to provide the exact turnaround time as to when such a feature like this is added.

 

For now, let's consider adding them as a standard user with a limited role and access to all customer-related tasks so they can use the invoicing feature while logged in on an iPad. While it is not yet available, I recommend letting our product developers know about this by sending a request via feedback. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Describe how giving invoicing-only access to a user helps your business in QuickBooks.
  4. Select Next.
  5. Click Skip and send message.

 

I'm including our Customer Feedback for QuickBooks Online page to track the status of your request and get the latest updates from our developer team. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

 

It'll always be my pleasure to help if you've got other questions aside from working with QuickBooks users and access roles. Use the Reply button and leave your comment below so that I, @JonpriL, can assist you further. Take care always and stay safe!