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L
lee-anne-jei1-co
November 17, 2022
Question

Is there a way to allow my accounts receivable lady to do the bank deposit without seeing all the banking details?

  • November 17, 2022
  • 1 reply
  • 0 views
I am finding the customized roles are not enough to cover all the tasks that my Office Manager does. They cannot be further customized. Surely I am not the only business owner who has staff members making bank deposits and does not want the AR person seeing ALL the banking accounts and details?

1 reply

J
JamesM4
November 18, 2022

Hi there, 

 

Glad to have you connect with us here. I trust that all is going well with your business. QuickBooks is designed to help you streamline your accounting and I'll be happy to assist so you're on the right track. 

 

It's important to note that the user role you've described above isn't available in the program. I can see the benefit of having this type of user and I encourage you to send feedback about this to our engineers. You can do this by clicking on the Gear icon and looking for Feedback. In the meantime, feel free to check out this article here as it provides more info about: User roles and access rights in QuickBooks. 

 

Give this a try and let me know if you have questions. Otherwise, I wish you a great rest of the week!

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