Learn the different user types and levels of access in QuickBooks Online. Learn How is it possible to hide the money in tab for certain users on the go payment app?
QuickBooks makes it easy to work with the people who matter in your business. You can give your employees specific access to transactions, reports, and other features. You can also add your accountant as a QuickBooks user so you can collaborate seamlessly.
Start by learning what each user can and can’t do in QuickBooks. Next, give people the access they need.
The master admin can see and do everything in QuickBooks. This includes adding users, sending money, and changing billing info. We also send billing reminders to this user’s email only.
There’s only one master admin. It’s typically the person who created the QuickBooks company. But this user type is ideal for the business owner or the person who has the most say in managing business finances.
No one can delete or change the master admin’s access. If there should be a new master admin, the current one can transfer the role.
A company admin can also see and do everything, except editing or removing the master admin’s access.
You can add multiple admins, but not everyone should be an admin.
If you want to work with your accountant, you can invite their accounting firm to your QuickBooks company. Your accountant will have admin-level access so you can collaborate seamlessly.
You can set how much access you want this user to have, without giving them admin rights.
You can let them see and do everything with Customers and Sales, or Vendors and Expenses (or both).
also you can even let them enter timesheets, add users, update company info, or manage subscriptions.
Here’s a detailed look at what the user can and can’t do, depending on the level of their access.
Now you are good to go with Is it possible to Hide the Money In tab for certain users.
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