QB Issue Resolution:
Standard user can give your employees limited access to customers information. It’ll let them create quotes and receive payments, but no access to payroll data. Please follow these steps:
- Click on the Gear icon.
- Select Manage Users.
- Click on Add user.
- Select Standard user and click on Next.
- Select Limited and check the box for Customers.
- Click on Next.
- Select user settings and click on Next.
- Enter the employee contact info.
- Click on Save.
Then, we’ll send the link where they’ll create their login credentials. Let them check their email and follow the instruction.
Resolution for Issue 'I’m thinking to provide tablet to my employees, so they can bill the clients directly is there any option to restrict other info as payroll, or other customer invoices' available: Yes (Solved).
Source: Intuit Community forum.
I’m thinking to provide tablet to my employees, so they can bill the clients directly is there any option to restrict other info as payroll, or other customer invoices: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for customer invoices
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Error Recovery for customer invoices [Canada]
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