I'll outline a couple of handy details to clear things up about the user's access, hjosmith.
The option to set a timeline to have a broad view-only access role isn't available in QuickBooks Online (QBO). Though you can send these suggestions to our developers. That way, they can review your request to help improve your experience in QuickBooks.
Here's how:
- Select the Gear icon at the top, then Feedback.
- Enter your comments or product suggestions.
- Click Next to submit feedback.
Moreover, you can track feature requests through the QuickBooks Online Feature Requests website.
To learn more about the different options for user roles and access permissions, here's an article you can review: User Roles and access rights in QuickBooks Online.
For managing users in QBO, I've added this helpful resource to give you more insights: Add and manage users in QuickBooks Online.
I've got you covered if you have further questions about managing user access in QuickBooks. Please let me know by using the Reply option and leaving a comment below. Take care always,
