JenoP
Moderator

Manage Your Account

QuickBooks offers an option to create a user that can only access a specific section in QBO, caryn-botma-voda.

 

You can customize the role of the users so they can't access the Customers and Sales section. Here's how:

 

  1. Go to the Gear or Settings ⚙ icon, then select Manage users.
  2. Click Add user.
  3. Select Standard User, then click Next.
  4. Choose Limited, then make sure to uncheck the box for Customers.
  5. Check the box for Vendors.
  6. Click Next, then make more selections depending on what access you to give to the user.
  7. Select Next, then enter your new user’s name and email address.
  8. Click Save.

You can also take a look at this article for additional details about this: 

 

 

I'd be glad to help you again if you need anything else. Just post a reply below or post a new question and we'd be glad to circle back to you.