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K
knapiks
March 24, 2024
Question

Can I add a user that can see reports only and not change anything in QBO plus?

  • March 24, 2024
  • 1 reply
  • 0 views
The owener wants to look at QBs but he doesn't need to change anything.  Is it possible to give him user rights to see reports and that is all?

1 reply

M
Mark_AG
March 24, 2024

Hi there, @knapiks.

 

Yes, it's possible to give permissions to a user only to view your company reports, and I'm here to guide you on how.

 

You'll need to add a new user to your QuickBooks Online account and manage their roles as View company reports only. Please note that this role doesn't allow viewing of your Payroll reports.

 

Here's how:

 

  1. Go to your settings or the Gear icon.
  2. Select Manage users.
  3. Click the Add user button.
  4. In the Roles section, click the drop-down menu and choose View company reports.
  5. Enter the necessary personal info for your new user.

 

You can also learn how to change the primary admin user in your QuickBooks Online account.

 

If you have other concerns besides adding a user to view company reports only in QuickBooks Online, please feel free to leave a reply below. I'm always here to assist you.

K
knapiksAuthor
March 24, 2024

Thank you!  I didn't scroll down far enough.  Do you by any change know how to link a credit card?  The link broke and I cannot access the page to link again.  I no longer have a "banking tab".  

 

S
Sherrie_F
March 24, 2024

Hello there, @knapiks.

 

Let me chime into this thread and perform some steps for you to get back to the Banking tab and link your credit card account successfully. 

 

To start, you can sign out and sign back into your QuickBooks Online (QBO) account to refresh the system. You can also access your account using a private browser as it doesn't record any historical data. Use these shortcut keys on your keyboard to access:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

Once done, you can now connect your credit card account. I'd be glad to show you how:

 

  1. In the left navigational bar, look for Transactions.
  2. Then, click Bank transactions.
     
  3. Select Link Account.
  4. Enter the URL or name of your bank in the Search field, then choose the bank.

  5. Enter your Sign info in the Login and Password fields, then click Continue.
  6. Select the account you want to connect and the date to pull transactions from the dropdown. Then, click Next.
  7. Select your account type on the Account type dropdown, then select Next.

 

Lastly, I've added an article that you can browse through for you to be able to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online.

 

If you still have further queries connecting your credit card accounts or anything else about QuickBooks, feel free to let me know. I'd be glad to assist you at any time. Stay safe and have a good one.

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