Appreciate you for coming back to the thread, @JonACG. I can guide you in managing team members' roles and access in QuickBooks Online (QBO).
You can invite your team members as Standard Limited Customers and Vendors role to have permission to add expenses, edit, add or delete projects, manage project estimates, and receive payments to projects. This role prevents the user from seeing the total income and expense amounts on the Home, Vendor, and Customer pages, viewing bank registers, and adding, deleting, or editing accounts and quantities on hand.
To add them for this role, here's how:
- Go to the Settings ⚙, and select Manage Users.
- Click Add User, then enter the user's info.
- From the Roles dropdown, select Standard Limited Customers and Vendors.
- You can review the access for the role given to the user.
- Click Send Invitation.
If you don't have the Standard Limited Customers and Vendors role available in the dropdown, it may be because this role is being discontinued for new users as of May 2024. In this case, you can invite them to have the Standard All Access role instead. Just like the company admin, this role provides full access to the platform, except for account management. However, this role can still see the account balances for a connected business checking account.
Furthermore, this article can be helpful if you want to know the maximum number of users you can add to the QBO company: Learn about usage limits in QuickBooks Online.
You can always return to this thread if you need additional help managing user access or have other questions about QuickBooks. We're here to help.
