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PeakConsuslting
January 17, 2024
Question

Team Member Access: Giving access to clients but no access to firm deposits and financials

  • January 17, 2024
  • 1 reply
  • 0 views

Does anyone know how to set up a team member without them having access to my firm's financials? I know how to give them access to specific clients but there is no option to turn off even view only access to firm deposits and financials.

 

Thank you!

Carri

    1 reply

    G
    GlinetteC
    January 17, 2024

    Hello there, PeakConsuslting.

     

    I can provide you with the information needed to set up a new team member without needing to access your firm's financial data.

     

    First, you'll create a customized role for your team members, allowing specific access while safeguarding sensitive areas of your company's financial records. Once created, you can immediately invite a user to the new role. I'll guide you through the process.

     

    1. Navigate to the Team tab and select the Roles.
    2. Click Add role.
    3. Name the role (for example, No access to firm deposits and financials) and add an optional description.
    4. Select one or more options to set access: Sales, Expenses, Inventory, Lists, Bookkeeping, Budgets, Payroll, Reports, Account Management, and E-filing.
    5. Check or uncheck View, Create, Edit, and Delete capabilities as needed in each section.
    6. Tap Save Role once done.

     

    To invite a user:

     

    1. Go back to the Team tab and click Add user.
    2. Enter the user’s first and last name and email address.
    3. Select the role you've created for the specific user.
    4. Click Send invitation.

     

    For more details on managing roles, refer to this article: Manage custom firm roles in QuickBooks Online Accountant.

     

    Don't hesitate to post again if you have further questions about providing access to your clients. I'll be glad to assist.

    P
    PeakConsusltingAuthor
    January 17, 2024

    Thank you Glinette however I am unable to uncheck View under Account Management->Company Info and I believe that is the item that is the problem. 

    D
    DebSheenD
    January 17, 2024

    Thank you for coming back to the QuickBooks Community, @PeakConsuslting.

     

    I also appreciate you performing the troubleshooting steps to fix your concern about managing access to clients in QuickBooks.

     

    Since you're still unable to set up a  member without needing to access your firm's financial data, I recommend contacting our Customer Care Team. They have the tools to pull up your account to deep investigate the root of the problem and why the issue keeps appearing.

     

    Here's how to contact our support:

     

    1. Sign in to your QuickBooks Online company.
    2. Select Help (?).
    3. Choose either tab to get started:
      • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
      • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
        • Start a chat with a support expert.
        • Get a callback from the next available expert.
        • Ask the community to get help from businesses like yours.

     

    For more tips about managing an accounting team in QBOA, you can open this article: Add and manage your accounting team in QuickBooks Online Accountant.

     

    Also, here's how you can update user permissions for firm info and client companies: Change your team's admin access in QuickBooks Online Accountant.

     

    Please don't hesitate to reply if you have other questions about managing the client's access. I'll be around for you. Take care and have a great day ahead.

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