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bkim_gitauto
August 21, 2024
Question

One of our user has "Standard limited customers and suppliers" and he has all access to "Inventory", but he can't see "Inventory Valuation Reports"

  • August 21, 2024
  • 3 replies
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3 replies

MirriamM
August 21, 2024

Hello there, bkim.

 

I'm here to provide information about the access rights of a Standard limited customers and suppliers user in QuickBooks Online (QBO).

 

The Standard limited customers and suppliers user has full access to Customers and Sales, Suppliers and Purchases. However, they can only view customer and A/R reports as well as supplier and A/P reports. Due to these limitations, they are unable to access the Inventory Valuation report. If you want them to have access to Inventory Valuation Reports, I recommend adjusting their user permissions.

 

To do this, here's how:

 

  1. Go to Settings ⚙.
  2. Choose Manage users.
  3. Select the Roles tab, then Edit the role.
  4. Adjust access levels as needed.
  5. Click Save Role.

 

For more information on QuickBooks user roles and permissions, you can refer to this article: User roles and access rights in QuickBooks Online.

 

If you need to add your accountant to facilitate book management, you can follow the steps outlined in this resource: Add and manage users in QuickBooks Online.

 

Feel free to reach out if you have any further questions about managing user access, bkim. I'm here to assist you at any time.

bkim_gitautoAuthor
August 26, 2024

Another question. How can we retrict reports for Sales persons not to see the "Expense and Suppliers" Reports and "For my accounts" Reports? They can see all the expense transactions and journals for now, which contains secret informations like salrary.

Kurt_M
August 26, 2024

We appreciate you getting back here in the thread, bkim. I'll provide more details about setting up specific access to a user inside QuickBooks Online (QBO).

 

If that specific user has Standard limited customers and supplier access, please know that the option to prevent them from accessing the company and Expense and Supplier report is unavailable. However, if you're using the advanced version of the program, there's an option to create a custom user role that allows you to customize a user's access rights inside your company file. We'll outline the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. Click the Gear icon and select Manage users.
  3. Select the Users tab, then find the user you want to edit.
  4. Click the Edit button from the Action column.
  5. Select from the existing custom or QuickBooks roles.
  6. Click Save changes. If you edit permissions after selecting the role, you’ll be asked to save a new custom role. Enter a Custom role name and Role description, then select Save role.

 

For more details, please see this page: Add and manage custom roles in QuickBooks Online Advanced.

 

Additionally, we recommend checking this handy article to know more about the roles and access rights available inside the program: User roles and access rights in QuickBooks Online.

 

The Community team is always around to assist you with managing user roles and accessing rights inside QuickBooks. We can also lend a helping hand if you have other concerns related to the program. Feel free to visit us anytime or comment below. Keep safe.

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