Can I set up to allow a staff member to invoice sales only and not have access to rest of business?

Hi ascott,

You can use the Manage Users section of your QuickBooks Online to review and manage the different levels of access and determine which may be best for your staff member. User types are set up with access to certain sections/features of the file and can't be restricted to only the one function of creating invoices; rather each user type will have a list of functions they can or can't do. One such type is a Standard user with Limited access (customer and sales). This user type can:

• Enter quotes, invoices, sales receipts, adjustment notes, and refunds
• Enter charges and credits
• Create and delete statements
• Receive payments from customers
• Add, edit, and delete customers, products, and services
• View customer registers and A/R reports
• View tax rates and agency settings
• Use and adjust GST in sales transactions and general journal entries (i.e. manually overriding calculated tax amounts)
• Add, edit, and delete currencies
• Edit exchange rates

This user type would be unable to: 
 

• Add, edit, and delete accounts and quantity on hand
• View bank registers
• See total income and expense amounts on Home, Supplier, and Customer pages
• Run tax reports or view tax history
• Complete or lodge BAS, or record a GST payment or refund
• Set up new, or change existing, tax agencies in Settings
• Set up multicurrency
• Perform home currency adjustments
• Any functions associated with an admin user eg access payroll or edit company information

This guide on user types in QuickBooks Online will take you through the full list of options and exactly what each user can and can't do. To add a new user, go to the Settings icon (top right) and select Manage Users, then select Add user and follow the prompts.

-Kass