Welcome to the QuickBooks Community, @jiminok.
Please note that approval workflows are only available with QuickBooks Desktop (QBDT) Enterprise Platinum and Diamond subscriptions. If you wish to use this feature to allow your employees to get timely reminders about approval deadlines, you can consider upgrading to a compatible plan.
With QBDT Enterprise, you may choose from 14 predefined roles to assign to your employees, so you can limit their access to your books. Here's how:
- Go to the Company menu and click Users.
- Select Set Up Users and Roles.
- Enter the admin password, then OK.
- Click the Role List tab.
- Choose a role and click Edit to review its permissions.
- In the Area and Activities section, choose an area of your accounts. You may select None, Full, or Partial to set the access level.
- Once done, click OK.
I'll share this reference for more information: Create and manage users and roles in QuickBooks Desktop Enterprise.
Additionally, you can run and customize reports in QBDT based on your business needs to view information regarding your sales and expenses.
Feel free to reach out to us anytime whenever you need help with workflows and user access. The Community is always available to assist you further. Keep safe, and have a good one.
