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Entrepreneur Dan
Entrepreneur Dan
July 6, 2020
Question

How I can make the total invoice amounts (Overdue / Not Due Yet / Deposited / Not Deposited) not visible to my Standard User?

  • July 6, 2020
  • 1 reply
  • 0 views
What good is hiding all of this information from them on the dashboard when they can just go into the Sales tab and click on Invoices and see it all right there?!?

1 reply

AddieC
AddieC
July 6, 2020

Hello, 

 

Running a small business means that you're working with tons of numbers, dollar amounts, and sensitive information. I know how important it is to keep these details private from your employees, while also allowing them access to certain areas of the account to help you with your bookkeeping. I'll explain how to adjust your user's access, and what various levels of access mean for your privacy. 

 

The best article to review here in the Community regarding user types and permissions is this one: User types in QuickBooks Online.

 

This article covers all aspects of user permissions in QBO. As explained there, a Standard user's access can be customized. I'd suggest reviewing the various levels of access that you can give to a Standard user. Based on what you've described, you may be more comfortable listing the user as a Reports Only user. It all depends on your specific needs, and all of this is explained in detail in the article above. 


I hope this helps clarify things for you so you can feel more confident and comfortable with QBO.


Cheers. 

Entrepreneur Dan
Entrepreneur DanAuthor
July 6, 2020

Hi AddieC,

 

This is all good. However, there is still not enough customization for my liking with the Standard User. I want my staff to be able to create invoices, revise invoices, take payments by looking up the invoice amounts. What I don't want them to see is the total amounts. In the attached example, I don't want them to see what is inside the red "circles" but I do want them to be able to see what is in the green "box". 

 

Ultimately, I don't know why QBO insists on putting that summary at the top of the page for Standard Users. The information that is there is the exact stuff that is blocked on the dashboard for the Standard User. Why have it here and not have it blocked?

 

Dan

AddieC
AddieC
July 6, 2020

I see what you mean now, Dan. Thanks for providing that screenshot as an example. The option to customize this isn't available at this time, as this is the primary design of the Sales centre. I can appreciate that the option to customize this would provide more privacy for your business when Standard users go in to create invoices, etc. I'd suggest submitting feedback about this for our product development team by clicking the Gear icon > Feedback. Our engineers take your feedback seriously, and we're always looking for new ways we can improve. 

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