We appreciate you getting back here in the thread, bkim. I'll provide more details about setting up specific access to a user inside QuickBooks Online (QBO).
If that specific user has Standard limited customers and supplier access, please know that the option to prevent them from accessing the company and Expense and Supplier report is unavailable. However, if you're using the advanced version of the program, there's an option to create a custom user role that allows you to customize a user's access rights inside your company file. We'll outline the steps to get you going:
- Access your QuickBooks Online company.
- Click the Gear icon and select Manage users.
- Select the Users tab, then find the user you want to edit.
- Click the Edit button from the Action column.
- Select from the existing custom or QuickBooks roles.
- Click Save changes. If you edit permissions after selecting the role, you’ll be asked to save a new custom role. Enter a Custom role name and Role description, then select Save role.
For more details, please see this page: Add and manage custom roles in QuickBooks Online Advanced.
Additionally, we recommend checking this handy article to know more about the roles and access rights available inside the program: User roles and access rights in QuickBooks Online.
The Community team is always around to assist you with managing user roles and accessing rights inside QuickBooks. We can also lend a helping hand if you have other concerns related to the program. Feel free to visit us anytime or comment below. Keep safe.
