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kris34
November 17, 2020
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Can I add a new user to my account for invoicing purposes without them seeing any other info including account balances. Purely for sending invoices. Is this possible??

  • November 17, 2020
  • 1 reply
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Best answer by Ashleigh1

Hello Kris34, 

 

You cant add a user to be able to just view and do invoicing the closest thing you will get is if you put them as a standard user so main cog wheeel>manage users>standard user>limited access>customer you will be able to then see a list of what they can and can not do in Quickbooks but that is the closest you will get. 

1 reply

A
Ashleigh1Answer
November 17, 2020

Hello Kris34, 

 

You cant add a user to be able to just view and do invoicing the closest thing you will get is if you put them as a standard user so main cog wheeel>manage users>standard user>limited access>customer you will be able to then see a list of what they can and can not do in Quickbooks but that is the closest you will get. 

K
kris34Author
November 17, 2020

Thank you for your response. As I already raise invoices separately and email to my clients, am I able to just upload the invoice into Quickbooks or should the invoice be raised within the invoices section.

 

Thanks again.

 

Kris.

A
Ashleigh1
November 17, 2020

Hello kris, you can either enter the invoices into qb or you can upload them via csv. If you go to main cog wheel>under tools>click import data> click on invoices we would recommend downloading the sample file so you know what yours needs to be like then save the file and then click browse and follow the steps to upload it. 

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