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May 13, 2026

Restricted User Roles for Sales: I want a user to only have access to one store and be able to apply payments

  • May 13, 2026
  • 1 reply
  • 18 views
  1. I have multiple locations with multiple salespeople. Each store has it's own salespeople and I want the salespeople to only have access to their assigned store. The issue is that the only role available to do so, somehow does not allow users to receive payments... Ideally the salespeople in each store would Create Estimate - Conver to Invoice - Receive Payment THAT'S ALL. Has someone found a loophole? Please help, thank you! 

    1 reply

    Morgan_B
    QuickBooks Team
    May 14, 2026

    Hey there, Giovannistile.

     

    Thanks for posting your question here in the Community. I'm happy to provide some info about user roles and permissions in QuickBooks.

     

    Rather than a defined user role option, have you tried creating a custom user role? With custom roles you can assign detailed permissions to different areas of QuickBooks that define:

     

    • What features a user can access in QuickBooks.
    • What actions they can perform within those features, like view only, create, edit, delete, approve, and all access.
    • What data restrictions apply to their access, like restricting sales data by location.

     

    The following article provides even more info about adding and managing custom roles in QuickBooks Online Advanced and Intuit Enterprise Suite.

     

    Please give this a try to create specific permissions for different account users. Assistance is only a comment or post away if you have any other questions.