Thank you for reaching out here in the Community, @DDShaw.
I recognize the importance of allowing your employees to submit receipts without having access to your other information. Let me share some insights about the employee expense claims that QuickBooks Online offers.
This feature allows you to invite employees within the " Expense submitted " role. Access to employees is limited to the submission of expenses and they may directly submit their expenses using their web browser on mobile or desktop. They will not be able to view or record information directly in the books. The submitted expenses may also be reviewed and recorded by the administrators.
Here’s how you can invite an Employee to submit expenses:
- Go to the Gear icon and click Manage Users.
- Select Add User.
- Enter employee details and select the Expense Submitter role.
- Click on Send an invitation to invite the user.
That’ll help. Just a heads up, this feature is only available to the QuickBooks Online Advanced customers.
If you wish to upgrade and manage your QuickBooks plan to add more or have fewer accounting features, you can visit this article for reference: Upgrade or downgrade your QuickBooks Online edition.
Leave a comment below if you have more questions about adding users and user roles in QuickBooks Online. I’ll be here to lend a helping hand. Have a good one!
