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PinkyK
PinkyK
December 30, 2022
Question

Purchaser User Roll

  • December 30, 2022
  • 1 reply
  • 0 views

I need my purchaser who is assigned the purchaser roll to be able to input vendor credit memos.  How do I give them the access to do it?  The roll will not let me add it, nor can I create a roll identical to the purchaser roll and add vendor credit memo entry.  Please help!

1 reply

Adrian_A
Adrian_A
December 30, 2022

Hello there, PinkyK.

I'm here to help add your purchaser as one of the standard users so they can add a credit memo. This type of users can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions. Let me guide you with these steps:

 

 

  1. From the Gear icon, select Manage users.
  2. Click Add user.
  3. Select a user type. Then select Next.
  4. You can choose the access rights for the user. Then select Next.
  5. Select the user settings, if applicable. Hit Next.
  6. Enter the user’s name and email address. 
  7. Select Save.

 

Feel free to also review these helpful articles on how to manage bills, credits, and payments in QuickBooks.

 

 

Let us know if there's anything we can help with further about this matter or QuickBooks in general.

PinkyK
PinkyKAuthor
December 30, 2022

That's not exactly what I need.  I have a user assigned already with the Purchaser roll.  She has access to everything she needs and nothing more... except... I need her to enter in vendor credits and this Purchaser roll does not allow her to.  How can I add this option for her to add vendor credits as well?

Rubielyn_J
Rubielyn_J
December 30, 2022

Thanks for getting back in here, @PinkyK. Let me provide some information about managing your user in QuickBooks. 

 

I can see that having the option to allow a purchaser user to input a vendor credit is crucial for your business. Currently, the purchaser user role doesn't have the access to create or enter vendor credits in QuickBoosks Online.

 

You can check out this article to learn more about the things a purchaser role can and can't do in your QBO account: Add and manage custom roles in QuickBooks Online Advanced.

 

I've also attached some articles you can refer to for your future guidance and detailed steps in entering vendor credits: Enter vendor credits and refunds in QuickBooks Online.

 

Feel free to leave a comment below if you have any other questions about entering vendor credits in QuickBooks . I'm always here to help. Wishing you and your business continued success.

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