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christinemc
March 12, 2025
Question

I need to have my staff be able to have access to the financial statements and reports but NOT payroll.

  • March 12, 2025
  • 1 reply
  • 0 views
QBO User Permissions I need to have my staff be able to have access to the financial statements and reports but NOT payroll. Prior to Jan 2024, I did have QBO users and roles set up so that the users could run financials, and be able to drill down into any account in the Chart of Accounts, however; there was an update released sometime in January 2024 that broke this. Now the roles and user permissions are too restrictive and terrible. It would be beneficial if someone could take a look at QBDT user permissions and replicate this in QBO --- or at least roll it back to pre-Jan 2024, when this actually worked for us.

    1 reply

    A
    ArielI
    March 12, 2025

    I appreciate you bringing this matter to the Community, Christine. You can add your staff with the View Company Reports role, which allows them to view all reports except payroll reports. Let me provide the steps to add them:

     

    1. Navigate to the Gear icon and select Manage Users.
    2. Click Add User and enter the user's personal information.
    3. In the Select a Role dropdown, choose View Company Reports.
    4. Finally, click Send invite.

     

    Additionally, you can check this article for more information about the roles you want to apply to your team: User roles and access rights in QuickBooks Online.

     

    I'll also include this article to help you view and monitor the activities your staff is doing or changes they make in the reports: Use the audit log in QuickBooks Online.

     

    Let us know if you have further questions about the user roles you've assigned to your staff. Don't hesitate to click the Reply button and we'll respond to you as soon as possible.

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