Question

What would a client select in their Manage Users screen to give their worker access to create invoices, but not write checks in their QuickBooks Online company?

Answer 1

select Custom radio button and check Invoicing box

Step-by-step explanation:

Quick Books allows clients to give limited permissions to their worker. These limits include the access to the invoices and access to some part of the Customer section which includes sales receipts, refunds. You can follow the steps given below to add a worker and give limited access:

Click Gear Icon

Select Manage Users.

Click New button.

Choose user type page will appear

Choose Regular or custom user.

Choose Limited

Tick on the Customers and Sales check box.

Set the users admin rights and click on Next button.

Enter the First Name, Last Name and Email Address of worker.

Click on Next

Click on Finish.