How do you set up user roles and permissions to control access in QuickBooks Online?

• A. Go to Security > User Roles; assign permissions to all users.
• B. Go to Settings > Manage Users > Add or edit, assign roles (viewer, creator, etc.) and data access restrictions.
• C. Go to Settings > Billing > Users; set user access for billing.
• D. Go to Reports > Manage Users; set data access restrictions.

Answer: (B)

Controlling who can access QuickBooks Online and what actions they can perform is handled by assigning each user a role and setting data access restrictions. In QuickBooks Online, go to Settings, then Manage Users, and choose Add or edit a user. There you assign a role (such as viewer or creator) that defines the actions they can perform, and you can specify data access restrictions to limit what records they can see (like certain customers, vendors, or modules). This combination ensures users have only the permissions they need and helps maintain proper security and separation of duties. Other paths like Security, Billing, or Reports don’t provide the correct interface for managing user roles and data access.