Question

QuickBooks accounting app

Forum|Forum|3 years ago
November 27, 2022
2 replies
0 views

Hello, we are a small business and our employees and myself (owner) use the QB accounting app on iPads. Is there a way to remove banking and account financial information so employees cannot see this information while using the app? We are a plumbing company so employees use this app daily to create customer invoices and take payments.

QuickBooks Apps

Fiat Lux - ASIA

Consider having a field service app to integrate with QBO and your employees will no longer need to access QBO.

H

Hometown719Author

Thank you for your response. I will look into that right away.

DivinaMercy_N

Hi there, @Hometown719. I'm here to share some info about managing your employee access in QuickBooks Online (QBO).

I agree with Fiat's suggestion. To look for an app compatible with the program, go to this link: QuickBooks Apps store.

In addition to that, you can also manage their permission so they can only access limited info in your QBO account. Here's how:

Navigate to the Gear icon and select Manage users.
Next, select the name of the user you need to edit by clicking the Edit icon.
Then, change the user type.
Once done, click Save.

For reference, please visit this article: Add and manage users in QuickBooks Online.

I've also added this helpful resource that you can access at any time to look for references and guides in performing your QuickBooks tasks: QuickBooks Online Help articles page.

Please let me know how this goes. I'm always here in the Community to provide additional assistance if you have any other concerns managing your employee access. Have a great day ahead.