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May 4, 2022
Question

Hi, is there a way that MASTER ADMIN can restrict employees' access to our PRODUCTS and SERVICES? What if the staff will edit the products/services? That's crazy.

  • May 4, 2022
  • 1 reply
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Hi, is there a way that MASTER ADMIN can restrict employees' access to our PRODUCTS and SERVICES? This is very crucial to us a business owner. What if the staff will edit the products/services? That's crazy. There should be access rights. Please advise.

1 reply

AlcaeusF
May 4, 2022

Hi there, @accounting-ygpso.

 

I can provide information about managing employees' access to your QuickBooks Online (QBO).

 

Yes, there is. To restrict them from accessing your Products and Services in QBO, you need to select None for their access rights. This will also prohibits them from using any of the accounting features in QBO. They can submit time sheets.

 

Here's how to do it:

 

  1. Go to the Gear icon at the top right of your company file.
  2. Click Manage users.
  3. Find the user you want to edit. Then select Edit in the Action column.
  4. Choose Standard user in the User type drop-down, then tick None.
  5. Hit Save.

 

Once done, ask the user to sign out and sign in again to see the updates. To learn more about managing user roles and access rights in QBO, consider checking out these articles:

 

 

For more tips and other resources, you can also visit our website for future reference: Self-help articles.

 

I'm only a few clicks away if you have follow-up questions about this or anything else QuickBooks. I'll be happy to answer them. Take care always.

May 4, 2022

Hi Fritz, 

Thanks for your reply. However, my employees should be able to do the following: 

1. Create new customers of his/her own. 

2. View all customers entire company

3. Issue invoices, sales receipt, etc. to all customers. 

 

 

Basically, under SALES tab are

1. All Sales

2. Invoices

3. Customers

4. Products and Services.

 

All I need to happen is to DEACTIVATE the "#4. Products and Services" , and retain employees access to #s 1,2 & 3. 

 

 

 

How?

August 12, 2023

Hi.  Exactly the same concern here.  The employees need to access sales and customers but DO NOT NEED to access the products list, most specially the COSTS.  How can we address this?  In quickbooks desktop, this poses no problem.