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pankratztrucking
December 9, 2018
Question

Can you restrict a users access to certain accounts within the chart of accounts? I want a user to be able to enter cash txns but not view or enter checking txns.

  • December 9, 2018
  • 2 replies
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Original commenter did not share additional details

    2 replies

    Regina_Lend_A_Hand_Accounting
    Regina_Lend_A_Hand_Accounting
    December 9, 2018

    No.

    A
    Anonymous
    December 10, 2018

    There's a way to restrict a user from accessing your register, pankratztrucking.

     

    The Standard user type can permit limit access but can't view your bank accounts. Please check out this article for details: Get To Know User Types and Permissions. 

     To set up a new Standard User, please follow these steps:

    1. Click on the Gear icon.
    2. Select Manage Users and click on New.
    3. Choose Standard User and click on Next.
    4. Select Limited and check the Customers and Vendors boxes. 
    5. Click on Next.
    6. Select the user settings and click on Next. 
    7. Enter the name and email add.
    8. Click on Save.

    Refer to this article for the steps: How To Add, Delete, or Change a User's Access. 

     

    Let us know if you have more questions.

    C
    ctallod
    May 31, 2020

    NO.

     

    Even if "STANDARD USERS", they can still view the "Transaction Details" by Account or Date (ie Salaries, or any kind of posting transaction).

    So  there's no use of restricting the USERS in QB.

     

    IamjuViel
    IamjuViel
    May 31, 2020

    Let me share additional information about the multi-user access in QuickBooks, @ctallod.

     

    Restricting your user's access depends on the specific role and task they have to perform. You can limit the access granted to your Standards users. Yes, they can see the Transaction Details by Account report. However, they can't view your bank's register. 

     

    Also, you can add them as a Standard user but they can't use any of the accounting features in your account. You can use this article for more insights: You can do WHAT in QuickBooks? Enabling multiple users.

     

    Leave your comments below if you have other questions about customizing the user access level in QuickBooks. I'm always here to help.

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