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January 8, 2022
Question

Techs to generate invoices while being able to add customers in.Without being able to see other info like finances and employees info

  • January 8, 2022
  • 1 reply
  • 0 views
My technicians have no business seeing the company’s income and other private info.I need the users to have limited access while being able to add customers and generate invoices and receipts. This doesn’t exist!!! Any suggestions?

1 reply

Jen_D
January 8, 2022

Thanks for reaching out to the QuickBooks Community today about this user management concern, @invoicesbyrimon-.

 

I appreciate you taking the time to share the limitations you encounter while using the features in QuickBooks. At the moment, each user type have default access designations. If you add an employee with limited access to the Customers feature, these are the things that they can access:

 

While this can't be customized, please know that you can share your suggestion to our engineers. Follow the steps below in a web browser:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your suggestion for our engineers on the Feedback box.
  3. Once done, press Next to send it.

 

For now, we're unable to provide the turnaround time on when new features are released in QuickBooks, since this is handled by the Developers Team. All our program features and enhancements are launched and created with you in mind. To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

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