Other questions
Welcome to the QuickBooks family, acctyosef.
In QuickBooks Online (QBO), you can set a Standard user with limited access in which they won't be able to view all reports. This user can only access A/R and A/P reports and need customer access in their roles so they can create invoices.
See below screenshot to know what this user can and can't do:
To add a standard user, here's what you'll need to do:
- Click the Gear icon at the top.
- Under YOUR COMPANY, select Manage Users.
- Go to the Users tab and tap Add user.
- Pick Standard user and hit Next,
- Choose Limited and put a checkmark on Customers, then Next.
- Set the users settings, then select Next.
- Enter the new user's profile.
- Hit Save.
Take a look at this article to learn more about user types and permissions in QBO: User types and user permissions in QuickBooks Online.
Once done setting up, have the user check their email to accept the invite.
Should you have any questions about the process above, comment down below. I'm always here to help. Wishing you and your company continued success.
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