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Is there a way of giving a staff member access so they can reconcile payments , without seeing our bank account totals

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QuickBooks Online

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bookings1Answer

as per your answer

disappointing that for someone to have access to be able to reconcile payments to invoices

they also have to be able to see the complete banking

Would be a useful , limited access set up - if they could see all payments to reconcile

without being able to view the complete financial details of the company

A

Ashleigh1

Hello Bookings1,

Unfortunately there is no way to set a staff member to just have access to do the reconcile they would be able to still see the bank and other aspects of the product. You could leave feed back to our engineers and it might be something they bring out in the future.

B

bookings1AuthorAnswer

as per your answer

disappointing that for someone to have access to be able to reconcile payments to invoices

they also have to be able to see the complete banking

Would be a useful , limited access set up - if they could see all payments to reconcile

without being able to view the complete financial details of the company

M

MirriamM

Hello again, @bookings1.

I definitely see how you would want to have this user access limited to reconciling payments. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks Online (QBO).

In the meantime, I recommend visiting our Blog site to learn what new updates are being rolled out, as well as additional references while working with QuickBooks.

You can also visit these article to know more about managing user access in QBO:

Should you need anything else, let me know by commenting below, I'm always here for you. Have a wonderful day!

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