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

 

 

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