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November 11, 2025
Question

Access to PO's only in QBO

  • November 11, 2025
  • 1 reply
  • 4 views

We need to add a user that would only have access to create PO's, add a vendor, and maintain items (parts) for inventory purposes.  The Standard limited customers and vendors role gives too much access.  How can we narrow this access down to just what is needed.  

 

Our subscription comes with the ability to add five (5) additional users.  It is useless to pay for this "included" feature if you cannot limit access as you need.

1 reply

November 11, 2025

Adding user permissions can be helpful to manage your workflows, Falcon29108.

 

If you're using a lower QuickBooks Online subscription, there's no option to create a customized role for users. However, in QuickBooks Online, an Advanced subscription can set up custom roles that grant access specifically for creating purchase orders, adding vendors, and managing inventory items, without allowing access to other areas.

 

QuickBooks Online offers different kinds of user roles that you can explore to find one that aligns with your specific needs.

 

You reach out if you have further questions or need additional assistance. We're here to support you.

November 11, 2025

We can up to five (5) users.  The issue is you cannot restrict their access to, say, vendor items only.  No matter which role you choose, they still have access to account / financial information.