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david73
June 3, 2019
Solved

MY STAFF CAN SEE OUR BANK ACCOUNT DESPITE IT BEING ON STANDARD USER LIMITED ACCESS, HOW DO I REMEDY THIS?

  • June 3, 2019
  • 4 replies
  • 0 views
Original commenter did not share additional details
    Best answer by AlcaeusF

    So, we are back to my original point - if you process salaries in Quickbooks, every member of staff with access to Purchase Orders can see all the salary details of all the other staff because they can see all the expenses listed!

    And you are confirming this is how it is set up in Quickbooks, because the previous response implied that my staff could see all the salaries because I had set up Payroll Expenses as an expense account, thus suggesting there was another way to do it?

     

    My issue is, I have only the standard accounts set up for Payroll in Quickbooks.  I don't want to change them.  I just don't want the staff who have access to Supplier settings to be able to see everyone's salary cheque each month.


    Hi there, @KarenFritzFryer.

     

    Let me share some clarification about restricting the access of the staff from everyone's salary cheque.

     

    Currently, an option to restrict limited users to this specific section of QuickBooks is unavailable. For now, there's no workaround yet for the issue.

     

    I can see how it affects your business, and I appreciate every point you have. We always make improvements to the features, and this preference might be added in the future.

     

    As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes made by the product engineers.

     

    In the meantime, you can check the following article for some links about the payroll tasks in QuickBooks Online: QuickBooks Online Advanced Payroll Hub.

     

    Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great day ahead.

    4 replies

    T
    TaliaI
    June 3, 2019

    Hello david73,

     

    Welcome to the Community - thank you for your question.

     

    Can they view the bank feed, or the bank within the chart of accounts?

     

    Thanks,

     

    Talia

    D
    david73Author
    June 3, 2019

     

    Hello,Talia

    thanks for your prompt reply, I am not sure exactly what they can see but they can see the total in the bank and what we have paid other staff members for their wages which is a bit of a security breach really. I just need to prevent that.

    thanks 

    david

    screenshot attached 

    another bug it won’t attche the screenshot 

     

    D
    david73Author
    June 3, 2019

    So now we have a problem inside a problem.

    i am trying to post a .jpg file and it’s guvung me this 

    Correct the highlighted errors and try again.

    • The file 132bfc4c-49c8-426f-98ef-2f3b3e24ee4b.jpeg does not have a valid extension for an attachment and has been removed. jpg,gif,png,pdf are the valid extensions.

    then when I try and post I get some html ban message and then when I try and repost it I get this 

    Correct the highlighted errors and try again.

    • Post flooding detected (user tried to post more than 1 messages within 30 seconds)

     

    WHAT IS WRONG WITH THIS BL00DY SITE?!

     

    nkw it’s done it again 

     

    Your post has been changed because invalid HTML was found in the message body. The invalid HTML has been removed. Please review the message and submit the message when you are satisfied.

     

     

    G
    GeorgiaC
    June 3, 2019

    Hi david73, 

     

     

    If the user is setup as a standard user with limited access to customers and suppliers they should not have access to the banking screen or the bank register in the chart of accounts.

     

    Could you send a screenshot of the user settings by going to the Gear icon > Manage users > Edit. If it is not allowing you to attach a screenshot on here you can drop us a private message on Facebook or Twitter (@QuickBooksUK) and we can take a look from there!

      D
      david73Author
      June 3, 2019

      Hello

      i have been desperately trying to attach a screenshot but even that doesn’t work and throws up error messages and then yet more error messages about the previous errors.

      sorry but we don’t have Twitter or Facebook, if you have a proper e mail address then I would be happy to send it to you. Maybe Kyle can call me as he seems to be the only person that knows what is going on.

      R
      RaymondJayO
      June 3, 2019

      I want to ensure your two concerns will be taken care of, @david73. 

       

      Let's first check your staff's user access rights so you'll be able to determine if it's properly set up or not. Here's how: 

       

      1. Go to the Gear icon at the upper right. 
      2. Select Manage Users under Your Company. 
      3. Locate the user's name you want to edit. 
      4. Select the drop-down in the Action column, then choose Edit.

       

      If your staff is set up as a standard user with limited access to customers and suppliers, he/she should not see your bank account or have access to your bank register. Please see the screenshot below for your reference. 

       

       

      If you've selected the All button before, your staff can see and do everything other than with your customers and suppliers transactions. You'll need to change his/her access rights to the appropriate one. Here's how: 

       

      1. From the User type drop-down, choose the type of access you like this user to have.
      2. Click Save at the bottom right. 
      3. Ask the user to log out, then sign back in to see the change in access rights.

       

      For more information about user types in the program, here are great articles you can refer to: 

       

       

      We haven't received any reported issues about the first error you're getting when trying to post a screenshot on your post. The system will prompt you about the post-flooding error if you’ve entered a reply several times in less than a minute. To help get rid of the error, I'd suggest posting it after every 30 seconds interval.

       

      To help isolate the first error, you can use a private browser since it doesn't store data in the cache. 

       

      For Mozilla Firefox and Internet Explorer, you can press CTRL  + Shift + P on your keyboard. For Google Chrome, hit CTRL  + Shift + N.  Press Command + Shift + N if you’re using Safari. 

       

      If you can post a screenshot using a private browser, go back to your regular browser. Then, clear the cache to improve your browser's overall performance. If private browsing doesn’t work, you can use another browser. 


      You can learn more about our product innovations by visiting this link: The QuickBooks Online Blog. I'm also adding these tutorial videos to help you get the most out of QuickBooks. 

       

      This will get you on the right path, @david73. 

       

      Please drop me a line below if you need anything else.  I’ll be right here to help.

      R
      Robman
      May 22, 2023

      QBO development team: this is totally unacceptable!!

      your development team should have spent at least 5 minutes testing what standard users can access - it is such basic short-sightedness!! They didn't even think to limit access to detailed reports that give a line by line report of every transaction in the bank...so who cares that they can't see the banking feature if they can see everything that has been done in there.

      Quite frankly I am shocked that this is so sloppy. How can we put new clients on the system when you cannot even be trusted to secure their information internally! totally unacceptable (yes it's worth repeating!)

      I will not try drag and drop files for you to see but you guys can do some actual test in the product...hint: transaction detail by account

      R
      Robman
      May 22, 2023

      The best way to "fix" this is to keep individual salary payments out of your linked and tracked bank account. Either sign up with a service that does the salary payments for you (you upload the employee details and a file each month), or create a non-linked bank account to do the payments.

      The only transaction inside your books will be the total salary amount that is transferred out of the system to the other account.

      Payroll is the interface that needs to track all the details of that so it's of no import in QBO...unless of course you reside in one of the privileged regions of the world that does in fact run their payroll through QB - which we in South Africa have never been able to do. If that is the case just take your payroll away from Intuit and let another system handle that and post a monthly summary journal across. and the monthly bulk payment (you can just label it "operations transfer" to make it even more opaque for unauthorised eyes)  

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