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jajageronimo2507
October 27, 2023
Question

How do I add more access to a user so she can see credit card charges apart from the usual vendor expenses?

  • October 27, 2023
  • 1 reply
  • 0 views

How do I grant more access to a user so she can see credit card charges apart from the usual vendor expenses?

1 reply

S
SarahannC
October 28, 2023

I can assist you in giving additional access to the user so that they can view credit card charges, jaja.

 

You can change their role to Standard all access or Standard all access without payroll. This will enable them to view the credit card charges within their user account. Here's how:

 

  1. Go to the Gear icon and select Manage users.
  2. In the Users tab, find the user name and click Edit. Then, change the user role from the Roles drop-down arrow.

 

Once done, you can ask them to sign out of their QuickBooks Online and then sign back in to see the updates. NOTE: Users assigned to the roles I mentioned will have full access to other information and transactions, as these roles include additional features without requiring admin privileges.

 

Additionally, you can check this article: User roles and access rights in QuickBooks Online. It guides adding, managing, and deleting user profiles in QuickBooks Online. This effectively helps you manage user access, ensuring that each user has the appropriate level of access to perform their tasks.
 

Be sure to post again if you have any further concerns about managing the role and access rights of users in QuickBooks. I will be glad to assist you whenever you post here. Have a great day!

J
jajageronimo2507Author
October 30, 2023

Is this available through the basic quickbooks online since we dont have the advance access yet?

AlverMarkT
AlverMarkT
October 30, 2023

Although customizing further a user's access role is a feature for QuickBooks Online (QBO) Advanced, let me offer an alternative, jaja. 

 

To be able to see the credit card charges apart from the usual vendor expenses, their role needs to be set up either as a Company Admin, Standard all access, Standard limited customer and vendors, or Standard limited vendors only. 

 

Here's how: 

 

  1. Go to the Gear icon.
  2. Click Manage users.
  3. Under the Action column, select Edit.
  4. Select the preferred role access.
  5. Click on Save.

 

I suggest choosing Standard limited vendors only if you prefer to expand their user's role access. Let me share these other access rights this user will have under the role of Standard limited vendors only:

 

  • Enter bills from vendors
  • Enter cash and credit card purchases
  • Pay bills, write checks, and view check detail reports
  • Print checks (except refunds)
  • Add, edit, and delete vendors, products, and services
  • View vendor and A/P reports
  • View tax rates and agencies
  • Use/adjust sales tax on purchase, card, and banking transactions, including overriding calculated sales tax amounts)
  • Run tax reports or view tax history
  • Prepare and file sales tax returns and record sales tax payments
  • Add, edit, and delete currencies
  • Edit exchange rates

 

You can check more details about user role access through this article: User roles and access rights in QuickBooks Online.

 

Additionally, let me add this article in case you consider upgrading: Upgrade or downgrade your QuickBooks Online edition.

 

I hope this helps! You're always welcome in the Community if you have other QBO-related concerns. Take care.

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