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September 7, 2023
Question

Can I limit a user to just viewing/creating invoices and estimates

  • September 7, 2023
  • 1 reply
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1 reply

September 7, 2023

Hi chuntley-genesis,

 

Welcome to Community!  QuickBooks online enables to to add and manage users on your account, with options to set their access.  I can see how beneficial it would be to limit some users to invoices and estimates, restricting them from other areas of your books.  I'd be happy to provide some insight here!

 

Although you can add a user with permissions Limited (customers only), it doesn't allow them strict access to the forms you've mentioned above.  To see details of user roles and access rights, click here.  This will provide the information you need, to make the best choice for your business needs, when adding users to your books.  If you would like to see additional options come available in product updates and feature enhancements, please don't hesitate to submit a suggestion to our Development Team.  Recommendations are greatly appreciated, in improving your overall customer experience in QuickBooks Online.

 

Feel free to reach out again with other questions.  We'd be glad to help!