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March 8, 2021

Hi, accounts-wrfoods. 

 

Welcome to the Community. Being able to control what your users can do and see in QuickBooks is important. You'll want to consider adding a read-only access type of user. This user type is only allowed to view the reports and lists excluding the Audit Log, Payroll reports, and contact information. They are also not allowed to view and modify an actual transaction.  

 

For further reference, you may visit this article that tackles user types and permissions in QBO: Get to know user roles and access rights in QuickBooks Online

 

To add a read-only user, here's how:

  

  1. Go to the Gear icon and choose Manage Users.
  2. Click the Add user button.
  3. Choose the Reports only user type.
  4. Press Next.
  5. Enter their information and click Save

 

Once done, an e-mail will be sent to the new user. You can also refer to this article for more information: Add and manage users in QuickBooks Online

 

Also, to learn about each of the user types and what they can do, I recommend taking a look at the following article: What different types of users can I add to my company? 

 

In case you have questions, don't hesitate to reach out. I'm here to help. Stay safe!