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November 26, 2021
Question

What level of subscription do I need to be able to create custom users? I don't want my employees to see the amounts in the bank account.

  • November 26, 2021
  • 2 replies
  • 1 view
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2 replies

QuickBooks Team
November 26, 2021

Hi john-christensen,

 

Welcome to Community!  Ensuring your employees don't have access to any other information is essential, and I can understand your concern when adding users to your account..  QuickBooks Online has the unique feature for managing users and keeping your information safe and secure.  I'd be glad to help!

 

Once you've added your employees you'll add them as 'time tracking' users only.  This allows them to enter their hours without having access to any other aspects of your QuickBooks Online account.  Here's how:

 

1. Click on the Gear in the top right of your account

2. Select Manage Users 

3. Hit Add User

4. Checkmark Time Tracking Only and then click Next

5. Use the drop-down arrow to select the employee and continue by hitting Next

6. Enter their information in the required fields

7. Hit Save 

Repeat these steps for additional employees.

 

You can refer to this article for more information about user roles and access rights in QuickBooks Online.

 

Let us know if you have any other questions.  We'd be happy to assist you!

Fiat Lux - ASIA
Level 14
November 27, 2021

@john-christensen 

What roles do your employees have to access QB Online?