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3500Reading
March 19, 2021
Question

Giving check writing access without giving access to view bank balances

  • March 19, 2021
  • 1 reply
  • 0 views

I would like to have an employee write checks without being able to see the bank balance or bank register. I have not figured out how to set this up. Thank you 

1 reply

R
Rasa-LilaM
March 19, 2021


Hello there, 3500Reading.


Let me share some information to help move forward about adding user access to your employee.


QuickBooks Enterprise allows you to add and customize the access for different user roles. For the permission mentioned above, go to the Users and Roles window to accomplish this task. From there, select the appropriate role list. I’ll guide you on how to do this in your company.

 

  1. Press the Company menu at the top bar to choose Users and Set Up Users and Roles.
  2. In the Users and Roles window, tap the User List tab and tap the New menu.
  3. Type the user’s name and password in the appropriate fields.
  4. In the Available Roles section, pick the role you wish to assign for the employee and then hit the Add button.
  5. Click OK.


Check out these articles, for an overview on how to manage roles, add users, and restrict the permission level.

 

 

Feel free to visit the Community again if you have other concerns or questions. I’ll be around to help and make sure you’re taken care of. Have a great day ahead.

T
tkolheim
April 6, 2021

Can you give a user access to write checks without giving them access to view the bank balances in QBO Plus or Advanced?

C
Catherine_B
April 6, 2021

Hello there, tkolheim.

 

With custom roles, you can manage user access in QuickBooks and give users only the access needed for their role. The option to specify the user role is unavailable. For QuickBooks Online Plus and Advanced, you can limit access to Vendors alone. However, they can view, create and edit vendor-related transactions, reports and data. 

 

For more details in handling user permissions, you can use these references: 

 

Let me know if you have other questions. Take care!

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