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AquaTots
June 29, 2021
Question

Multiple Locations being set up for banking in QBO

  • June 29, 2021
  • 1 reply
  • 0 views

Hi there!  We're a swim school company with multiple locations throughout the SE United States.  We have recently upgraded to QBO Advanced in the hopes that we will be able to establish custom roles for our location managers to be able to login and see only their location specific banking (code and categorize credit card and banking transactions).  They would not need to do anything else.  School locations are organized by Class in our books, so I guess I'm asking if we can grant/limit permissions by class.  

1 reply

katherinejoyceO
katherinejoyceO
June 29, 2021

Hi there, @AquaTots. 

 

Great to see your question in the Community. At the moment, the option to grant/limit user permissions by class is unavailable.  

 

I understand how handy it would be to grant your user access by class. I'll do my part to personally ensure our development team gets your feature request or ideas. You can also share with us if you have suggestions for improvement.

 

Here’s how:

  1. Go to the Gear icon.
  2. Choose Feedback from the drop-down.
  3. Type in your Comments, Suggestions or Feedbacks.
  4. Choose Next.
  5. Select a category, and click Send a message.

 

For future reference, don't forget to visit our QuickBooks Online blog to learn about the newly added functionalities in QBO.  

 

Let me know if you have additional concerns. I'll always be here to help you more. Take care!

 

 

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