Manage Users - assign roles

I appreciate the effort you've put into finding a user role that fits your employees’ needs for managing projects, fmkport.

The specific role that provides full project management capabilities, including access to project reports and transactions, is called the Project Manager role. However, this role is currently only available in the Intuit Enterprise Suite (IES) version.

Alternatively, you can assign one of the following roles to your employees in QuickBooks Online Advance, depending on the level of access they require:

• Company Admin: This role offers the same privileges as the Primary Admin, granting full access to manage projects as well as other administrative responsibilities.

• Standard Limited to Customers and Vendors: This role allows users to manage estimates within existing projects but does not include the ability to create new projects.

• Bookkeeper: With this role, users can add, edit, and delete projects while also accessing various financial tasks, such as creating transactions, paying bills, and managing checks. Please note that this role provides broader financial access, so it may not be ideal if the focus is solely on project management.

For more detailed guidance on selecting the role that best suits your needs, please refer to the article: User roles and access rights.

To add and assign roles to your employees, you can follow the steps provided in this article: Add and manage users.

Let us know if you have additional questions.

So if I understand you correctly, the only person who can create a Project is someone with Company Admin permissions. If someone is granted Standard Limited to Customers and Vendors access, they can create a Project Estimate but not a Project.  This also gives them the ability to view, edit, create and delete invoices bills, checks, etc as well as having full inventory access, none of which my Project Managers currently have. The only way to get full Project Management Access is to switch to Quickbooks Enterprise. 

Assuming my analysis is correct, can you explain the rational in taking this functionality way? Seems like a giant step backwards, sort of like eliminating Sales Orders. 

I will submit a suggestion to your engineers but I fell like any suggestions get sucked into a big black hole, never to be heard from again.

Thank you. 

Thanks for following up with us, @fmkport.

You're understanding this correctly. Enterprise is the only version with Project-specific roles. 

I completely understand how valuable this feature would be in QBO. Right now, I don’t have any insight into why this option isn’t available yet, as I don’t work directly with the development team.  Please know that our developers carefully review customer feedback like yours when planning future updates. Your voice truly does make a difference.

In the meantime, I encourage you to keep an eye on our QuickBooks Blog, where we share announcements about new features and improvements as they’re rolled out.

• QuickBooks Blog- What's New

If you have any other questions or need a hand with something else, don’t hesitate to reach back out. We’re always here to help. Take care!