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January 3, 2022
Question

How can you limit what your employee sees on the screen?

  • January 3, 2022
  • 1 reply
  • 0 views
how can you have your employees only access the sales portion of your quickbooks?

1 reply

Jen_D
January 5, 2022

Thanks for joining the and sharing all the details of your account concern, @klariviere205.

 

I'm here to share further insights on this to help you decide the user access you need to grant the employee.

 

In QuickBooks Online, you have the option to add a Standard user with limited access. Just a disclaimer, there are limitations for this user type (All access, No access and Limited access for Vendors or Customers). You might want to read this article to learn more: User roles and access rights in QuickBooks Online.

 

Here's how to add a standard user with access to Customers or Sales features in the program:

 

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Click Settings ⚙, then Manage users.
  3. Choose Add user.
  4. Select a Standard user. Then select Next.
  5. Pick the Limited for the user. Then select Next.
  6. Select the Customers check box. Then select Next.
  7. Make sure to fill out the Select user settings box.
  8. Enter the user’s name and email address. Then select Save.

 

This is an additional link to help you add users in the program: Add and manage users in QuickBooks Online

 

The good thing is, you can trace any changes made by your employees if you visit the Audit Log report.

 

Please post here anytime if you have further questions about this user management topic. I'll be right here if you need further help. Have a nice day!