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October 14, 2020
Question

Is there any way for a standard user to be able to make deposits, but not see banking info?

  • October 14, 2020
  • 1 reply
  • 0 views
My standard user needs to do deposits at the end of their shift, but I don't want them to see my account information?

1 reply

MariaSoledadG
October 14, 2020

Allow me to get the help you want, vicki-gillen96.

 

A standard user should have all the access rights to be able to use the Banking menu, which includes making deposits. At this time, specifying certain areas on the Banking page is unavailable. 

 

As a workaround, you can assign a specific user who has all the access and who is eligible to see the banking information to do the deposit. This is to ensure the security of your data.

 

Please read this article for more information: User Types And User Permissions In QuickBooks Online.

 

You'll also want to run reports for specific accounts to track different aspects of your business: Run Reports In QuickBooks Online.

 

Let me know if you have any other questions about user permissions. I'll always be around if you need anything else.