cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
usercaroline-cance
Level 1

Can I add a new user - with access to sales/expenses and view reports (no possibility to edit or modify any other information regarding the company information) ?

 
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

Can I add a new user - with access to sales/expenses and view reports (no possibility to edit or modify any other information regarding the company information) ?

Providing the best experience with the product is what we aim for, usercaroline-cance.

 

We can set the user access to Limited settings where they can only access the sales, expenses, and view reports only in QuickBooks Online (QBO). Then, choose No in the Do you want this user to add, edit, and remove users?Do you want this user to edit company info? and Do you want this user to manage subscriptions? option. Here's how to set up limited access:

 

  1. Click the Gear icon on the top menu.
  2. Choose Manage users.
  3. Tap Add user.
  4. Select Standard user.
  5. Hit Next.
  6. In the How much access do you want this user to have? section, choose Limited for Customers and Suppliers.
  7. Hit Next.
  8. In the Select user settings, you can choose No in the Do you want this user to add, edit, and remove users?Do you want this user to edit company info? and Do you want this user to manage subscriptions? option. 
  9. Tap Next. Then, enter the What’s their contact info? detail.
  10. Press Save.

To learn more about this one, see the User roles and access rights in the QuickBooks Online article. If you need to edit and delete user profiles, check out the Add and manage users in QuickBooks Online article for more details.

 

Feel free to visit our Manage Your Account page for more insights about managing your Intuit account. 

 

You can always post again if you have questions about your account. I'll also address other QBO concerns you might have. Have a great day ahead.