Hello, @mosab. I can share some information about settings a user list in QuickBooks Online (QBO). The feature to set a user to generate invoices only is currently unavailable. That will be a great addition to the current features that we have, so I'll take note of it. I also encourage you to leave the feedback from within the product. Here are the steps: Go to the Gear icon and select Feedback.Provide your product suggestion. Click on Next to submit feedback. You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?. At this time, you can only set a Standard User that has limited access to Customers. Aside from creating invoices, they can also enter estimates, sales receipts, credit notes, and refunds. This user role can't see total income and expense amounts on the Home, Supplier, and Customer pages. Here's how: Go to the Gear icon ⚙ and choose Manage users.Click on Add user.Choose Standard user as the user type and then click on Next.Select Limited and then Customers for the access rights and then click on Next.Set the user settings and then click on Next.Enter their contact information and click on Save. You can now see the user that you've added on the Manage users page as Invited. For more information on what the user can and can't access for a standard user that has limited access for customers, refer to this article: User roles and access rights in QuickBooks Online. In case you need to edit or delete the user role, check out this article: Add and manage users in QuickBooks Online. That will also provide you with more information about frequently asked questions about adding, deleting, and changing user access. Let me know in the Reply section below if you need further help with adding user roles. I'm always here to help. Have a great rest of the day!

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mosab

Question

Welcome!I want to modify the user list so that the user only generates sales invoices without showing reports or sales percentage

Forum|Forum|3 years ago
July 17, 2022
2 replies
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QuickBooks Online - International

MJoy_D

QuickBooks Team

Hello, @mosab.

I can share some information about settings a user list in QuickBooks Online (QBO).

The feature to set a user to generate invoices only is currently unavailable. That will be a great addition to the current features that we have, so I'll take note of it.

I also encourage you to leave the feedback from within the product. Here are the steps:

Go to the Gear icon and select Feedback.
Provide your product suggestion.
Click on Next to submit feedback.

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

At this time, you can only set a Standard User that has limited access to Customers. Aside from creating invoices, they can also enter estimates, sales receipts, credit notes, and refunds. This user role can't see total income and expense amounts on the Home, Supplier, and Customer pages.

Here's how:

Go to the Gear icon ⚙ and choose Manage users.
Click on Add user.
Choose Standard user as the user type and then click on Next.
Select Limited and then Customers for the access rights and then click on Next.
Set the user settings and then click on Next.
Enter their contact information and click on Save.

You can now see the user that you've added on the Manage users page as Invited.

For more information on what the user can and can't access for a standard user that has limited access for customers, refer to this article: User roles and access rights in QuickBooks Online.

In case you need to edit or delete the user role, check out this article: Add and manage users in QuickBooks Online. That will also provide you with more information about frequently asked questions about adding, deleting, and changing user access.

Let me know in the Reply section below if you need further help with adding user roles. I'm always here to help. Have a great rest of the day!