Managing User Permission is a handy setting that allows you to keep control of how much control you grant to a particular user. It helps you manage your business more effectively with the multi-user level program.
If you do not know how to set User Permissions, then follow this step-wise method to be able to set QuickBooks Online User Permissions effectively. The Accountingerrors QuickBooks help-team is always there to help you out if you faced any issue.
Setting User Permissions on QuickBooks Online
First, we will learn about the type of users. So that we can understand which user we need to pick for a specific role.
Follow these steps to set up a new user:
Total Time: 10 minutes
Open your QuickBooks Online and click on your company name given in the upper right side of your computer screen. Next, click Manage Users.
Click New and it will open a mini interview of user types. There are four of them:
💠 Regular or Custom User: You should assign this for the users who are obliged to access accounts receivable and/or payable. They do not have any other rights.
💠 Company Administrator: It is either you or any of your trusted employees. A user has access to the full site and can take any action under this.
💠 Reports Only: Users under this one can only view reports. They, however, cannot see payrolls or any other reports which contain contact information of anyone.
💠 Time Tracking Only: You can allow any vendor or employee to access the timesheets only. This will allow them to complete and edit their own timesheets.
Select Regular or custom user and click
Next screen takes you to specify the added user rights. Here you need to specify the rights:
💠 You can select All or But if you selected Limited, then follow these steps:
— 🔹 Check Customers and Sales. This will enable the employee to access add, edit and delete QB Online records. The user can access some transactions and forms as well, along with being able to view reports and registers. The user, however, cannot access check printing, inventory adjustments and payroll data.
— 🔹 If you checked Vendor and Purchases, then it will enable the employee to have similar rights as above, but on the vendor front.
💠 If you want the employee to be able to access only his timesheet but no other section of QuickBooks, then you would select None.
Users with All rights can access all the settings as described above for other users. They also have rights to do some payroll tasks, make deposits, transfer funds and work with Budgets.
Once you have selected an access level for an employee, click The next window will display the administrative rights of the user.
Choose the administrative rights and click This will prompt you to invite the user to QBO with specific rights. Fill down the name and email. Click Next.
Once the user has accepted the invitation and logged in, his status will change from Invited to
Need Professional Help?
If you still have any doubt or query regarding the User Levels and their rights, you can get in touch with our AccountingErrors QuickBooks Tech Experts to discuss the issues further. They have a brilliant team of QuickBooks experts who have enough experience in handling the QuickBooks related errors. They are a third-party QuickBooks consultancy which provides QuickBooks related services all across the world. You can give a call at the QuickBooks toll-free helpline number ✆.