Hi there, Scott4j.
Welcome back to the QuickBooks Community. With this, I'll ensure to share additional details about how users work in QuickBooks Online.
QuickBooks Online lets you add users who help with your company's bookkeeping. You can give each user certain permissions to do specific tasks. You can also choose what users can see and do within different areas of QuickBooks like customers and sales or vendors and purchases. With this, I suggest making sure that you set up the user as a Custom. This user can have specific access to areas in QuickBooks Online including running any Sales and Inventory reports. This gives you even more control over what they see or do. Please note that this is only available in QuickBooks Online Advanced.
Here's how:
- Go to the Gear ⚙ icon and select Manage Users.
- Select the Users tab. Then, choose Add user.
- Select Custom role and choose from the existing roles you created. Or select + Add New to create a new custom role.
- Enter the user’s name and email address.
- Hit Save.
To see additional information, you can click this article: Add and manage custom roles in QuickBooks Online Advanced.
If you're using the QuickBooks Online Essential and Plus version, you have the option to set your employees as Standard users that give them all access. That way, they're able to see several reports. Please keep in mind that they can also access a batch of features in QuickBooks Online. You can open this article to view further details: User roles and access rights in QuickBooks Online.
Please refer to this article to see steps on how you can remove a particular user from your account: Add and manage users in QuickBooks Online.
Always know that the Community is always ready to help if you have other questions. You take care and have a great day!
