When creting a Custom User in QuickBooks Online Plus, here are the options:
All – Access to everything
Non – Time-sheet Only
Limited to Customer and Sales –
- Enter estimates, invoices, sales receipts, credit memos, and refunds
- Enter charges and credits
- Create and delete statements
- Receive payments from customers
- Fill out time sheets for anyone
- Add, edit, and delete customers
- Add, edit, and delete products and services
- View customer registers
- View customer and A/R reports
They can’t:
- Print checks, including refund checks
- Make bills and purchases billable to customers
- Add, edit, and delete accounts
- View bank registers
- Add, edit, and delete quantity on hand
- See total income or expense amounts on Home, Vendor, and Customer pages
Limited to Vendors and Purchases –
- Enter bills from vendors
- Pay bills
- Make bills and purchases billable to customers
- Write checks
- Enter cash and credit card purchases
- Add, edit, and delete vendors
- View vendor and A/P reports
- View Check Detail reports
- Print checks, except refund checks
- Add, edit, and delete products and services
They can’t:
- Add, edit, and delete accounts
- View bank registers
- Add, edit, and delete quantity on hand
- See total income or expense amounts on Home, Vendor, and Customer pages
