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Feb 15, 2022 8:51 AM UTC
Question

Custom User Access

Is it possible for a user in Quickbooks Online to be restricted to only viewing/ creating estimates and invoices and viewing customers?

2 replies

Feb 15, 2022 9:48 AM UTC

Hi CBC2 Bookkeeper We've provided a link in relation to what functions are available for each type of user.https://intuit.me/3qg8hDo

 

Fiat Lux - ASIA
Feb 15, 2022 10:34 AM UTC

@CBC2 Bookkeeper 

If the default role options available in QBO are too many for the user, consider having a free invoicing app as a workaround. Then you can use the connector to duplicate the data every time a user creates an Estimate/Invoice to your QBo account automatically.