RogelioL
Moderator

Manage your account

You can give them the Standard No-Access, Gordon. Allow me to share further details about what they access using this role.

 

If you're using QuickBooks Online Plus, Simple Start, or Essentials, you can add your external bookkeeper as a standard no-access. This level of access prevents them from utilizing any of the accounting features in QuickBooks Online but allows them to submit timesheets only.

 

For a deeper understanding of user roles and access permissions, please check out this article: User Roles and Access Rights in QuickBooks Online.

 

However, if you're using QuickBooks Online Advanced, you can utilize the custom roles feature to create a new role and choose what they can access. To learn more, please refer to this article: Add and manage custom roles in QuickBooks Online Advanced.

 

You can also check out this article if you'd like to learn how to delete a user: Add, manage, or delete users in QuickBooks Online.

 

This should help you configure the appropriate access for your external bookkeeper. If you need more info on user roles or any QuickBooks features, feel free to get in touch. We're here to help ensure your setup operates seamlessly.