Hi there, GT1000.
I'm here to share some insights about how access levels work in QuickBooks Desktop Enterprise.
Currently, we're unable to set up a restriction that allows access to specific customers or customers' sales history only. Once you provide access to the Customers & Receivables section to your sales representatives, they'll be able to view all the customers.
Please know that we roll out updates based on the customers' requests. Rest assured, we're taking note of all your suggestions and ideas to improve your QuickBooks experience.
Additionally, these are the only activities in the Customers & Receivables section that we're able to set up restrictions:
- Accounts Receivable Accounts
- Assess Finance Charges
- Billable Time and Costs
- Change Item Prices
- Credit Card Refunds
- Credit Memos
- Estimates and Invoices
- Override Credit Limit
- Receive Payments
- Sales Orders and Sales Receipts
- Statements and Statement Charges
- Undeposited Funds Account
- Use and View Credit Card Numbers
To learn how to customize the access for different user roles, you can read these articles:
As always, I'm just a post away if you have any other concerns or follow-up questions. Have a great rest of the day.
