Angelyn_T
Moderator

Other questions

It's a great idea to be able to share your file with other users in read/view-only access, CKC1006. Let me give you insights about this feature.

 

At the very least, we can only add a standard user with specific permissions in QuickBooks Online (QBO). Setting up users for viewing purposes is not an option for now. I understand how important this feature is for you and your business. While it's not yet supported, you may export your lists or reports to Excel, then share them with your partners via email.

 

Additionally, I recommend sending a feature request directly to our product developers. This way, they can determine what enhancements and improvements are needed to make our product more effective and convenient for our users. 

 

Here's how:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. 
  3. Hit Next to submit feedback.

 

Once done, your valuable feedback goes to our Product Development team to help improve your QBO experience. You can track feature requests through the QuickBooks Online Feature Requests website.

 

On the other hand, I'm adding these materials for more tips while managing users and roles in our system:

 

 

Please let me know if you have other questions while managing user roles in QuickBooks. I'm just a few clicks away to help. Have a good one!