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June 4, 2024
Question

Can I stop users from seeing our bank balance?

  • June 4, 2024
  • 1 reply
  • 0 views
I upgraded to advanced so that I can better control my users however I cant see how to stop them seeing our bank balance. If I set it to customers & suppliers they cant see the inventory & I need them to be able to check stock. is there a way to manually choose pick modules?

1 reply

JoesemM
June 4, 2024

Hi there, Ldecaul.

 

I know you want to make changes to QBO that help your business. I know how important it is to control your users to stop seeing the bank balance of your account.

 

You can share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit.

 

For more information about the different user roles and access permissions you can choose in QBO, kindly check out this article: User Types and user permissions in QuickBooks Online.

 

I've got your back if you need more help with changing your user roles in QuickBooks. I'd be more than willing to lend you a hand.