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October 25, 2019
Question

Can i allow access for my staff to prepare bank reconciliations without them seeing my profit or my payroll information?

  • October 25, 2019
  • 1 reply
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1 reply

AddieC
October 25, 2019

Hi there, 


Thanks for posting your question here in the Community. I'd be happy to explain the different user types in QuickBooks Online.

 

I know how important it is to have control over your account information. QuickBooks Online has many different user levels, to set permissions based on what you'd like each user to have access to. 


The first thing to note is the amount of users you're able to add based on your subscription level. Take a look at this article for an outline of the user types by QuickBooks plan: Learn about user types in QuickBooks Online.

 

This article also explains the various permissions associated with each user. Based on what you've described, the type of user you're looking for isn't an available option at this time. You can create custom users with limited access, however providing access to the reconciliations will mean the user will have access to view your reports and account balances. 


The type of user I'd recommend for you is a Limited User. This type of user doesn't have access to view bank registers, or add, edit, and delete accounts and quantity on hand information. For a full overview of a limited user, take a look at the article I've linked above. 

 

I think having even more options available for user types would be a great addition to the product. I'd be happy to pass this feedback along to my team for review. We're always looking for new ways to improve QuickBooks Online. 

 

If you have any other questions, please let me know. 

Cheers!