Can I customize roles and user permissions in QuickBooks Online Plus?

No.  You can only create and manage custom roles in QuickBooks Online Advanced.  QuickBooks Online Plus allows you to use the standard roles and customize what people can see within those parameters.  Here are the different preset roles that you can manage in Plus:

  1. Primary Admin: The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users and other admin tasks. By default, the primary admin is the person who initially set up the account.  If you need to assign a new primary admin, you can transfer the role to another user.
  2. Company Admin:  A company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do, except edit or remove the primary admin’s access.
  3. Custom User (Only available in QuickBooks Online Advanced):  This user can have specific access to areas in QuickBooks Online. This gives you even more control over what they see or do. For example, you can allow a custom user to see only the Bank Deposit screen.
  4. Standard User:  You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions.

If you are looking to have the ability to create custom roles, you should take a look a QuickBooks Online Advanced and the additional features available in that subscription.

If you have questions on permissions or anything related to QuickBooks Online, just give our experts a call at 866-949-7267 and we can helpIf you would like to try QuickBooks Online free for 30 days, just click the free trial link below, and we will send you a full-access copy so that you can test drive it for yourself.

Shopping cart

Try QuickBooks Enterprise 2024 For Free   REGISTER NOW

Start typing to see products you are looking for.

QuickBooks Online Trial

Try QuickBooks Online free for 14 days plus, get the complete features guide, video training, and free one-on-one consultation.

Here’s what’s included:

  • QuickBooks Online

    Full, live version of QuickBooks Online so you can test drive all the features and functionality for 14 days.

  • FREE QuickBooks Online Guide

    A full 76 page guide and video library detailing everything that you can do in QuickBooks Online with step by step details.

  • FREE Product Consultation

    Unlimited help and support from our team to answer any questions and consult with you along the way.

Play Video

Try QuickBooks Online

No credit card or commitment.  Just fill out the form below and we will email you free access to the software.

Have questions or need help?  Call us at 866-949-7267 

QuickBooks Enterprise Free Trial

Try the new QuickBooks Enterprise for 30 days plus, get the complete features guide and free one-on-one consultation.

Here’s what’s included:

  • QuickBooks Enterprise 2023 Demo

    Fully functional with test data and specific industry editions so that you can use the software as if it were the live version.

  • FREE QuickBooks Enterprise Guide

    A full 88 pages plus video training that shows everything that you can do in Enterprise - from initial set up, reporting, inventory, and more.

  • FREE Product Consultation

    Unlimited help and support from our team to answer any questions and consult with you along the way.

Play Video

Try QuickBooks Enterprise

No credit card or commitment.  Just fill out the form below and we will email you free access to the software.

Have questions or need help?  Call us at 866-949-7267