Skip to main content
D
Donnie1
January 8, 2022
Question

User Permissions - Classifying Banks and Credit Card Transactions without Check Creation Permission

  • January 8, 2022
  • 1 reply
  • 0 views

I would like to start delegating the task of classifying and associating our bank and credit card transactions in the bank feeds.  However, I do not want the same user to be able to create checks.  I have always heard that the same employee should not be able to do both as they could write themselves (or someone else) a check and then reconcile it in the bank feeds.  This seems elementary.

 

However, when I attempted to add a User Role to be able to associate transactions, it forces you to also give them the ability to write checks.  

 

Does anyone know a way around this so that you can set up a user to only associate\classify transaction in the bank feed but not have check writing capability?

1 reply

DivinaMercy_N
DivinaMercy_N
January 8, 2022

I'm here to share information about your user's permission concern, @Donnie1.

 

Currently, the option to set up a user to only associate or classify transactions in the bank feeds but not have check-writing capability is unavailable. You can only use the available options in the Manage users section when adding a new user in QuickBooks Online (QBO). 

 

I know how important this feature is for your business, to request the addition of this in the future, I'd encourage you to send them your product suggestion. Let me guide you how:

 

  1. Sign in to your QBO account.
  2. Go to the Gear icon and select Feedback.
  3. Type your comments or product suggestions.
  4. Then, click Next to submit feedback.

 

You'll want to visit our QuickBooks Online Feature Requests page to keep track of your product suggestion.

 

Please feel free to fill me in anytime if you need assistance with QuickBooks. I'm happy to help. Have a good one.

Terms & ConditionsAccessibility statement