Payments

Hello there, @Knaght.

I recommend not giving full access in your Company info if you don't want your employees to manage your financial reports. I've got a workaround to help grant an employee the ability to change the invoice template and manage related reports. 

Begin by creating a sales role in QuickBooks Online: Here's how:
 

1. Go to Settings ⚙, then select Manage users.
2. Select the Roles tab, then select Add role.
3. In the Sales section, choose what your user can access.
4. Enter a role name and description, then select Save.

Once done, you can now assign the sales role in your specific employee. Please follow the steps below:

 

1. Go to Settings ⚙, then select Manage users.
2. Select the Users tab, then find the user you want to edit.
3. Select Edit from the Action column.
4. Choose the Sales role. 
5. Click Save.
    

If you need to manage and customize user permissions in QuickBooks Online, you can refer to the following articles:

• Add and manage custom roles in QuickBooks Online Advanced.
• User roles & access rights.
• Add and manage users in QuickBooks Online.

Please feel free to get back to us if you require any additional information about your invoices or access roles. We're always here to help. Have a great day!