I suggest you ...

Make the user rights more flexible and customizable

more flexibility for users would help my company. I am a small business owner and need to concentrate on administrative; book keeping matters. I would love to have our staff have access to our vendor information without having access to the register or have the ability to write checks. This would enable me to hand off vendor invoices for entry and free my time considerably. Unfortunately your on-line version is quite limited. We used your contractor edition software years ago and found those user features worked quite well.

Any help with this matter would be greatly appreciated. As our company grows, I can say that without greater user flexibility, unfortunately we will have to make a move to another program that is slightly more diversified.

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    Lisa Nixon shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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      • Danielle Belding commented  ·   ·  Flag as inappropriate

        I couldn't agree more! I feel that this operating system is not user friendly, I am in the process of looking for another option for my small business. As I do not want to pay an accountant hundreds of dollars a month. QBO has actually taken so many features away that it has gone backwards which is unfortunate. You would think that such a large operating system would have developed a better more user friendly system??? My construction business will be shopping elsewhere and not sticking with QBO, all I can do with QBO is create invoices and even then I have to constantly modify them because when I receive deposits as this post is talking about they can't be reflected on the invoice I am using. It's a billing nightmare!! I am fed up!!

      • Steve Shore commented  ·   ·  Flag as inappropriate

        Agree with you Kevin. I run a Bakery and i Can't let my office staff enter bills as they can't enter new items into the chart of accounts for new items we buy I have to give them full access to achieve this. I'M NOT HAPPY THIS THIS SYSTEM I AM HIGHLY THINKING TO CHANGE TO MYOB.

      • Kevin commented  ·   ·  Flag as inappropriate

        I run Auto Electrical Business and i can't let anyone else do the books but me as i don't want them to see the profit figures.

      • Anonymous commented  ·   ·  Flag as inappropriate

        We need this as Soon as possible Quickbooks online. Need to be able to set up a new user with more options.

      • Trish Lamm commented  ·   ·  Flag as inappropriate

        We need to be able to give or remove more customizeable access to users. For example, we have users who should be able to create estimates and invoices but not receive payments or issue credits. We have users who should be able to add, edit, or delete inventory but not have access to bank account information. It would be most helpful if each area of quickbooks could be given or removed from an individual user on a case-by-case basis.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Most Definitely Alex we use the same system as you we enter parts as well on our computer system using Quick Books Online. We have a few people who access our system but i do not want the to have full access to all of our figures. I think that employees should not be able to view this information if they are employed to do data entry.

      • Alex commented  ·   ·  Flag as inappropriate

        Strongly agree with you. I want uses to enter bills but also be able to create new accounts when entering bills but not see financials of the business and employee information.

      • Dan Gonzales commented  ·   ·  Flag as inappropriate

        Ditto. We are developing an in-house sales/project mgmt/crm system that has a LOT of permissions for users and sales reps. If we can do it, QBO can do it. In addition, we have setup Roles, which allows you to create customized permissions for groups of people, rather than one-by-one.

      • Nikki commented  ·   ·  Flag as inappropriate

        id like to be able to turn each of these option on or off in the user access

        Users with All access have all the limited access rights for:
        Customers and Sales
        Suppliers and Purchases
        In addition, the user can:

        Add, edit, and delete employees
        Change preferences
        View the Activity Log
        Create, edit, and delete budgets
        Add, edit, and delete accounts
        Make deposits and transfer funds
        Reconcile accounts and make journal entries
        View all reports
        Turn on VAT for the company
        Change the setup for existing VAT information
        Make VAT adjustments
        File VAT returns
        Set up multicurrency
        Perform home currency adjustments

      • Nikki commented  ·   ·  Flag as inappropriate

        totally agree, I need to give my client access to sales and purchases and reports but I dont want to give them access to the VAT reports or other company settings for example

      • Sandi Schoob commented  ·   ·  Flag as inappropriate

        It seems remiss for an accounting software developer to not understand the need to control the access of different parts of the software. I just got off the phone with the CSR supervisor that told me she never heard of this concern before. I am happy to see others actually are asking for more limited (customizable) access options. They do it for the desktop version. This is a serious oversight on the QBO development.

      • Thierry commented  ·   ·  Flag as inappropriate

        At the present time my book keeper, to make his work needs all the rights. But this allows him to make bank transfers!!! We need this blocked.

      • Ryan Jarus commented  ·   ·  Flag as inappropriate

        As a QBOA accountant we want to invite users into their QBO account we manage for them and provide ability to run all the reports they want and then drill down into the numbers. Right now "reports only" is too restrictive and if we make them an admin they can conceivably change entries, delete bills, etc. We need a setting allowing them to drill down into anything and view detail but not make changes.

      QuickBooks Online Feature Requests: Users

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