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February 13, 2022
Question

I want to give one of my users to have access only for the estimation. Rest options he/she should not be able to modify.. please support .i am suing QB online plus

  • February 13, 2022
  • 1 reply
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1 reply

KlentB
February 13, 2022

Let me share some information about the user types in QBO, abufz.

 

Currently, this type of user access is unavailable in QuickBooks Online. For now, you'll want to create a standard user with limited access to customers and sales. Take note that this user will still be able to access the other areas in the Sales menu. Here's how to set it up:

 

  1. Click the Gear icon.
  2. Choose Manage users.
  3. Click Add user, then select Standard user.
  4. Tick the Limited radio button, then choose Customers.
  5. Follow the on-screen instruction to complete the process.

In addition, here are some references that you can browse to learn more about the different access permissions:

 

Keep me posted if you have any other concerns or follow-up questions. Have a good one.