ReymondO
Moderator

Other questions

Hi there, @Noahgabi.

 

Yes, you can manage a user's access and give them the permission accessible only for their role in QuickBooks Online. You can choose what they can see and do within different areas of QuickBooks like banking, sales, payroll, expenses, reports, and inventory.

 

When you set up a new role, you have the choice to:

 

  • Create a new role and choose what the role can access.
  • Choose a predefined custom role, like Sales Manager or Expense Manager.
  • Choose from the list of QuickBooks roles, like Company admin or time tracking only.

 

Please take note that, only the primary admin can manage users. They are the main user who has access to every part of the QuickBooks account. This user type has the highest level permissions.

 

If you need to change the primary admin, check out this article to transfer this role to another QuickBooks user: Change the primary admin user in QBO.

 

To get more details on how to create and manage custom roles, click here: Add and manage custom roles in QBO.

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.