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January 3, 2022
Question

Account Restriction

  • January 3, 2022
  • 1 reply
  • 0 views

I want to know if I can keep a user as an Admin while restricitng them from seeing bank financial data and current account statuses. Is this possible?

 

Thank you!

1 reply

January 4, 2022

Hello there, jtaylor389. 

 

Thank you for posting in the Community. Restricting Admin users to view bank financial data is not possible. This user and role have unrestricted access to view all transaction and most financial data. 

 

I've added this handy article for more information about the QuickBooks Desktop Users and Restrictions. You can also check our page for some additional reference. Here's the link: Account management.  

 

If you're using QuickBooks Enterprise, you can refer to this link in adding users and restrictions: Create and manage roles

 

Keep me posted if you have any clarifications when managing users. I'll be here to lend a hand. Take care.