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DEPPEL
March 21, 2024
Question

Until this week, I was able to give Inventory Reports access to users. Now, they can only access Inventory Reports if they are a Company Admin or a Standard all access.

  • March 21, 2024
  • 1 reply
  • 0 views
I want my employees to be able to view the Inventory Reports, but I don't want them to have access to our business financial reports and everything that comes with a Standard All Access user or Company Admin. Any help?

1 reply

Bryan_M
Bryan_M
March 21, 2024

It's good to have you here, @DEPPEL.

 

To further help you, I'd like to know what specific inventory report you want them to access. Also, the kind of permission you give to the user.

 

Please come back for additional details. I'll be willing to lend a hand. Keep safe and have a good day.

D
DEPPELAuthor
March 21, 2024

They are unable to access the Product/Service Quick Report from the Products and Services page, choosing a product and then clicking on "Run Report". I, as an admin, can run that report but they cannot. One had built a custom Report that they had access to until this week and now all of a sudden they do not. I've attached a screenshot of the headers of the custom report they no longer have access to. 

 

As for user roles, I tried every single pre-built user roles as well as custom roles, and the only ones I found that allowed access to the report was Company Admin & Standard All Access. 

 

Thank you!

Nicole_N
Nicole_N
March 21, 2024

Thanks for clarifying the specific report you want your user to access, @DEPPEL. Let me share some details about how users can access the Product/Service QuickReport.

 

When adding a user to QuickBooks, you can limit their access to specific jobs. As an admin, you have the option to have them access the Product/Service QuickReport by choosing the right user role. I see that you've tried every pre-built user and custom role, only to find out that the allowed access to that report is the Company Admin & Standard All Access user.

 

As I've tried adding a user here on my end, I was able to set them up to access the QuickReport. You can use the Standard limited vendors-only role, then from the Reports section, click Sales and Customers. From there, you can see that this user can access the Product/Service QuickReport.

 

 

 

The same goes when choosing the Sales manager role, Standard limited customers only role, Standard limited customers and vendors role, etc. You can read this article for more information: User roles and access rights in QuickBooks Online.


 

Moreover, you've mentioned that you've set up a custom report that they had access to but all of a sudden they do not. In this case, their browser might be causing the problem. To rectify this, I recommend advising your user to refresh their QuickBooks account by logging out and logging in. You can also suggest them to log in to their account using a private browser. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache.

 

If it works in incognito, they'll need to clear the cache of the regular browser. This removes the history or log of sites to start with a clean slate. Otherwise, they can use other supported browsers as alternatives. 

 

In case there's information you want to add that is not available within QuickBooks, you can also export the report to Excel. From there, you can personalize your data further manually and send it to your users so they can see the updated details.

 

Leave your comment below if you have follow-up questions or concerns about assigning user roles and permission. We'll be around to help. 

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