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April 1, 2021
Question

Hide employee center from restricted users

  • April 1, 2021
  • 3 replies
  • 0 views

I set a restricted user that has no access to employees and payroll, they are not able to do anything as expected, but they can still view the employees names and contact info such as address.  Our corporate people would not be okay with access for all of our work stations/users.  How can we accomplish no access to employees information at all.  

3 replies

April 1, 2021

Hello there, Dmerriit.

 

I'll show you a way on how you can manage your users and roles.

 

You can customize the user's roles in QuickBooks Desktop. This way, you can make sure that the access to some information, such as Employee Center, stays restricted and hidden.

 

Let me show you how:

  1. Go to Company menu, select Users.
  2. Click on Set Up Users and Roles.
  3. Click on Role List tab, and select the role you have assigned to the user.
  4. Click the Edit button.
  5. On the next window, click Centers.
  6. Edit the access level for Employee Center to None.
  7. Then click OK.
     

You can check this link for information about the access levels: Areas, Activities and Access Levels

 

Here's an article for more tips about user's set up and access: QuickBooks Desktop Users and Restrictions.
 

Post your concerns or click the reply button below for any clarifications about users. I'm always here to help. Have a nice week!

DmerriitAuthor
April 1, 2021

This appears to be an enterprise solution.  I am using QB Pro version.  

April 1, 2021

Thank you for getting back to us here in the Community, Dmerriit. 

 

I'd love to walk you through the steps on how to restrict access to a certain area in QuickBooks Desktop. 

 

Here's how: 

  1. Go to the Company menu, then select Set Up Users and Password, and then Set up Users.
  2. Select Add User...
  3. Fill out the User NamePassword, and Confirm Password fields, then select Next.
  4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
    • If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting No AccessFull Access, or Selective Access.
  5. When done, select Finish.

 

You can read through these links to learn more about users and restrictions:

 

Let me know how this goes and leave a response below if you need further assistance in your QuickBooks. I'm always here to help. Have a good one. 

June 16, 2021

Hello!

 

I have the same question and am using Enterprise.  When I hide the "center" from my user they are unable to access vendor information.  I need them to be able to see vendor and customers, just not sensitive employee information. Help please??

November 24, 2022

I have set up a user in QB Desktop Pro with no payroll access and no access to restricted reports however they can still access the Employee Center and the Employees Tax in the Employee Center and see a list of Employee Names and net pay cheque information.  Not hard to work back to figure out the gross pay and certainly shows the differences in wages between employees.  This seems to  be a very serious security breach or failure.

February 7, 2024

This is a REAL problem. I too have employees with restricted access but they can still see employee information, including the net pay. Which creates a whole new issue when they can figure out about how much another employee is making.  Intuit needs to come up with a solution to restrict ALL employee and payroll information from those not authorized not matter what version we are using.  

February 7, 2024

I understand the need to restrict user access to the Payroll Center to avoid conflict between your employees, @dawndnelson. We can go over some troubleshooting to verify why they're able to see behind their limitation.

 

First, review the predefined roles you've set. Please know asterisk (*) determines unrestricted access to view all transactions in your account. You might want to start from there and remember any adjustments made apply to all users with that role. I'll show you how:

 

  1. Go to the Company menu, then pick Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then click OK.
  4. In the Role List tab, choose a role, then Edit to review its permissions.
  5. In the Area and Activities section, determine an area of your accounts. You can select NoneFull, or Partial to set the access level.
  6. Once done, hit OK to save.

 

Next, we can proceed to the steps below to verify and rebuild data if the issue persists. This process scans your company files for errors or data damage.

 

  1. Select File, then pick Utilities.
  2. Click Verify Data, then OK to close all windows.
  3. Go to File again, then choose Utilities.
  4. Tap Rebuild Data, then OK to close all windows.
  5. Follow onscreen instructions.

 

However, I recommend contacting our Support Team if the suggested actions above do not resolve this issue. It is to ensure we cater to your needs on time.

 

I've included a couple of resources about handling users that may come in handy moving forward:

 

 

I encourage dropping your response in the comment section below after following these measures. Doing so helps us deliver the help you need regarding user boundaries.