helo , how i can create a user with read only permission , the read only user can see the overdue invoices

Answer

Good day, wavemaxx96,

Creating a user with read-only access is unavailable. However, you can add a user with Reports only access. This is QuickBooks Online's version of read-only access. The user will only see the Reports page.

Also, they can customise the reports but they can't change any information. You can run the Invoice List or Invoices and Received Payments Report to show invoices' due dates if that's what you're trying to do.

Here's how:

  1. Locate the report you want to run.
  2. Click the Gear icon within the report.
  3. Check Due Date box.

You can save the customisation so you can run this report anytime.

Check out this article for more report customisation: https://community.intuit.com/articles/1776853

I'll be here if you need more help.

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IntuitMaryL , Community Support Specialist
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