I am trying to get roles set up how I want/need them.  I have 2 other preparers, they need access to create clients, create tax returns, efile...

But Also need to do invoice in quickbooks because that is how I have set up payments and tracking.

When I click on "New Role" I can give it a name, but that is the only field I can edit.  How can I create a role and be able to do only the things I need.

It seems I have to do advanced tax pro with books, but that allows purchasing things, editing the business books, access to the bank account.