Roles and Permissions

Hi there, @gsalamone. 

QuickBooks Online provides a great feature where you can create custom roles and assign them to different users in your company. Currently, this functionality is available only in QBO Advanced. With the supported version, you can easily create custom roles and define access levels for each user.

If you're not using the Advanced version, I suggest upgrading your account so you can use this. But if you're using one, you can visit this article for guidance: Add and manage custom roles in QuickBooks Online Advanced. This contains steps on creating and managing custom roles. 

In addition, the standard limited vendor will let you access bills and expenses but won't let you access the receipts from the transaction tab in the banking. Also, the closest role you can consider choosing for someone to enter bills, expenses, and receipts is the Standard user full access. Please know that once you settle for this, that user will gain access to almost everything in QBO.

Furthermore, if you want to create a role that allows someone to do the things you've mentioned, you'll need to ensure that you can grant them all access from the Sales section so they have permission to.

You can find more information on the maximum number of items that QBO can handle in this article.:  Learn about usage limits in QuickBooks Online.

Don't hesitate to get back to us if you have further questions about custom roles in QBO. The Community space is always available to assist you anytime.