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April 30, 2021
Question

How can I access someone's QuickBooks records to generate a report?

  • April 30, 2021
  • 1 reply
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1 reply

MarsStephanieL
May 1, 2021

I'm here to help you generate a report on someone's company, @ana26.

 

To get access to their data, you can ask the account owner to add you as a user that can be limited to reports or add you as an admin. That way you can generate a report from their company.

 

You can also share these steps on how to add you as their user:

 

  1. Go to Settings and select Manage users.
  2. Select the Add user button.
  3. Choose the preferred limitation of the user and select Next.
  4. Enter the name and email address of the user.
  5. Select Next.

 

Once done, you will receive an email invitation from the account owner. From your email, click the hyperlink and follow the on-screen instruction to access the company reports. I've also included additional references about the process and how to manage users' access: Add and manage users in QuickBooks Online

 

I'll be around if you need further assistance or if you have other questions. Feel free to let me know in the comment section. Enjoy the rest of your day!