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February 12, 2024
Question

Can I give a person access to my account exclusively to create invoice and not to all the features?

  • February 12, 2024
  • 1 reply
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1 reply

February 12, 2024

Let me share insights about managing roles and access in QuickBooks Online (QBO), @romans1.

 

In QuickBooks, there’s no option where you can specifically assign roles to only manage invoices. The application is designed to provide other access to creating and managing transactions for a particular role. I’ll want to share this resource for your reference regarding user roles and limits: User roles and access rights in QuickBooks Online.

 

Moreover, learn from the steps below on how can add users in QBO:

 

  1. Go to the Gear icon and select Manage Users.
  2. Tap the Add User button and enter the user’s name and email address.
  3. Drill down the Assign Role to select one according to their tasks in your company.
  4. Review the features of the role. You can also expand each section to see the areas where they have access.
  5. If applicable to the chosen role, select Account Management if you want to further manage.
  6. Lastly, click the Send invitation.

 

You can also edit and delete user roles or permissions by visiting this helpful article: Add and manage users in QuickBooks Online.

 

This thread is always open if you have other queries about product preferences. I’m always here to provide assistance. Take care!