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K
Kimmckenna2
November 7, 2023
Question

Memorized Transactions

  • November 7, 2023
  • 1 reply
  • 0 views

I am the admin and have set up monthly Memorized Transactions. Recently my employees have been able to see them when they pop up on their screen. How do I change it so they don't see them?

 

Thanks,

Kim 

1 reply

K
Kurt_M
November 7, 2023

Hi there, @Kimmckenna2.

 

A possible reason your employees were able to access your memorized transactions is that it has something to do with the Roles and permission assigned to them inside QuickBooks Desktop (QBDT). That said, you'll want to review their access rights and make necessary modifications to ensure they can only see certain sections assigned to them inside your company. We can write down the steps to get you started:

 

  1. Go to the Company menu, then select Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the Role List tab, then select View Permissions.
  5. Select the roles you want to review, then select Display.

 

For more details, you can visit this page: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Also, we're adding these handy articles to help you manage memorized transactions, and ensure they reflect accurately inside your business reports:

 

 

@Kimmckenna2, feel free to comment below if you need further assistance managing users' access rights and roles inside QuickBooks. Also, we'll be happy to have you here again if you need help performing tasks inside the program. We've got your back, and we'll respond right away. Take care, and have a good one.

K
Kimmckenna2Author
November 7, 2023

Hi Kurt,

Thanks for responding. I had checked the user roles and I looked under Lists and Memorized Reports, but nothing is checked. I also looked under Reminders and nothing there either. 

AlcaeusF
AlcaeusF
November 7, 2023

Hello, Kimmckenna2.

 

Thanks for getting back to us. I understand that you have a concern regarding restricting memorized transactions in QuickBooks Desktop (QBDT). Allow me to provide you with some insight and guidance on this matter.

 

It seems that restricting other users from viewing the memorized report is an important feature for your business and others. However, this option is currently unavailable in QBDT. In this case, I suggest submitting a product request to our engineers. They are constantly seeking ideas to enhance QuickBooks and will appreciate your input.

 

Here's how to submit feedback:

 

  1. In QBDT, go to the Help menu.
  2. Select Send Feedback Online.
  3. Then click Product Suggestion.
  4. Enter your suggestions and details, then click Send Feedback.

 

To stay updated on new features and options, I recommend visiting this link: https://www.firmofthefuture.com/product-industry-news/product-updates/.

 

For now, you can uncheck the Share this report template with other options as a workaround. Here's how:

 

  1. Open the report, then click the Memorize option at the top.
  2. Select New, then enter a new name.
  3. Put a checkmark on Save in Memorized Report Group, then choose a group.
  4. Remove the checkmark beside the Share this report template with others option.
  5. Hit OK.

 

For more information about managing and memorizing reports in QBDT, check out this article: Create, edit, or delete memorized transactions.

 

Please leave a comment below if you have follow-up questions about this or anything else. I'm more than willing to answer them. Take care always.

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