User Permissions

I recognize the importance of securing financial information, PBuilding. 

Please be assured that we take all possible precautions to protect your data, and we remain committed to maintaining the security and privacy of your confidential information. We are committed to ensuring our security measures are of the highest standards.

Meanwhile, when you choose limited access and then select both customers and vendors, the user can:

• Enter estimates, invoices, sales receipts, credit memos, refunds, charges, and credits
• Create and delete statements
• Receive payments from customers
• Fill out timesheets for anyone
• Add, edit, and delete customers, vendors, products, and services
• View customer registers
• View customer and A/R reports
• View vendor and A/P reports
• Enter bills from vendors
• Pay bills, write and print checks, and view check reports
• Make bills and purchases billable to customers
• Enter cash and credit card purchases
• Add, edit, and delete projects
• Add invoices, expenses, bills, time, purchase orders, project estimates, and receive payments to projects

For a detailed overview of each user role, including their respective access levels and instructions on assigning them to different users, you can read this article: User roles and access permissions. 

On the other hand, you can modify the user role in all QuickBooks versions.

Here's how:

1. Hover to the Gear icon, then select Manage users.
2. Find the user you want to edit, then choose Edit in the Action column.
3. You can change the user role from the Roles dropdown.
4. Select the account management settings you want to manage.
5. Hit Save.

I've added a screenshot for visual reference. 
 

Moreover, to know the maximum number of accounts or users you can have at one time, refer to this article: Usage limits in QuickBooks Online.

You're always welcome to connect with me if you need further clarification regarding user roles and permissions. Just click the reply button below to submit your queries.