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June 27, 2021
Question

I am trying to find a way to allow an employee to add receipts and not have access to all the personal info/ how can i do this please!!! i need a better option

  • June 27, 2021
  • 1 reply
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1 reply

June 27, 2021

Hello, barcmontana. 

 

 

Yes! QuickBooks Online allows you to specify a user access rights to any of your employees. You can use the Custom user type to limit the access of your assistant. 

Here's an article for more information: What different types of users can we have in our company?

 

To add a user: 

 

  1. Choose Gear Icon, then click Manage Users.
  2. Click Add User.
  3. In the Choose user type page, select Custom user. Tap Next.
  4. Set the users admin rights, click Next.
  5. Enter the new user's e-mail address and name, click Save.

 

Once done, your assistant will receive an email. Let your assistant, read it, and then click the link that says Click Here.  

 

You can view this article for more information: Learn About User Types and Permissions in QuickBooks Online

 

You can always let if know if you have any other concerns. I'll be around to help. Stay safe!