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October 17, 2020
Question

How to restrict user from creating new item?

  • October 17, 2020
  • 1 reply
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1 reply

AlcaeusF
October 17, 2020

Hi @-profacilities-i,

 

Thank you for posting here in the Community. I can share some information about how to manage users in QuickBooks Online.

 

The only way to restrict users from creating an item is to set the access to None. However, they can't use any of the accounting features (only submit timesheets).

 

In case you need the steps, here's how:

 

  1. Click the Gear icon ⚙, then Manage Users
  2. Find the user you want to edit, and select Edit in the Action column.
  3. In the window that appears, choose the User type drop-down ▼ menu.
  4. Select None. More options will appear on the screen depending on the user type you select.
  5. When you’re finished, select Save. Ask the user to sign out and then sign in to see the change.

For more information about the user types and permissions, I recommend the following article: User types and user permissions in QuickBooks Online.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.