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April 1, 2024
Question

How I can provide a view only access for our auditor for all of the transactions withing 08/11/2022 -31/12/2023 financial period.

  • April 1, 2024
  • 1 reply
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1 reply

April 1, 2024

Hello there, samigullina.

 

I can see how beneficial it is for you to be able to grant access to your auditor for them to view only all of the transactions.

 

In QuickBooks Online (QBO), having the option to VIEW only the transactions is unavailable. It's already a default column that includes the CREATEEDIT, AND DELETE.

 

With this, I'd suggest sending feedback to our engineering team so they can consider adding this feature in future updates. Please know that our developers are working towards improving our product for the benefit of its users. 

 

Here's how:

 

  1. Log in with your QuickBooks Online (QBO) account.
  2. On the Gear icon, click Feedback.
  3. Enter your product comments and suggestions, then select Next to submit.

 

Alternatively, you may consider pulling the View company reports under Roles. This way, you can access the Sales reports and Expense reports.

 

Here's how to locate:

 

  1. In the upper right corner, look for Settings.
  2. Select Manage users.
  3. Under the Roles dropdown, choose View company reports.
  4. Once you're done filling the information above, you can now hit Send invitation.

 

Lastly, I've also added these resources that you can browse through for you to be able to track the activities of the other users: 

 

 

Let me know if you still have further queries managing roles or anything else about QuickBooks. I'd be glad to assist you at any time. Stay safe.