How to create custom roles in QuickBooks Online Advanced
Ғылым және технология
In QuickBooks Online Advanced, you can create custom roles to give users only the access they need for their role.
0:00 - Beginning of video
0:14 - Create and assign custom roles
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Пікірлер: 4
there are no checkboxes
@quickbooks
13 күн бұрын
I want to lend a hand with this. If you don't see the boxes to checkmark, you may not have the Advanced plan. Alternatively, you may need to log in as an Administrator instead. I recommend checking those two things, and then ensure you select the "Roles" Tab at the top and then click "Add Role." After that, you can click the section you want to edit access to, and you'll see the boxes populate under that section. If you have any further problems, I recommend reaching out to the Support Team for help. They'll be able to do a screen share to assist. Here's that team's contact info: (quickbooks.intuit.com/learn-support/en-us/help-article/account-management/quickbooks-online-support/L6WqNrDq0_US_en_US?uid=lyg7zdj2). Wishing you success. -Karey
@boomboomdaksh1458
13 күн бұрын
@@quickbooks I did get the advanced version. For me, there would only be high level checkboxes for Sales, Expenses, Accounts. I did not have any checkboxes for items in Sales: Estimates, Invoices etc... Thanks for the link, I will reach out to the Support team.
this is fake.