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lindsay-masson27
June 20, 2020
Question

Hi, how to give a view only access to a user on the customers transactions (invoices/statement of accountants)?

  • June 20, 2020
  • 3 replies
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3 replies

RaymondJayO
June 20, 2020

Thanks for posting in the Community, @lindsay-masson27. 

 

Currently, the option to give view-only access to a user on the customer transactions is unavailable in QuickBooks Online (QBO). I can see the value of having this feature as it helps you restrict the user from editing them.  I've attached a screenshot below on what are the available tasks they can and can't do in the program.

 

For the time being, you can visit this website: QBO Blog. This is the place where we share our new features and product innovations. 

 

I'd suggest checking out this website: User Types. It helps you learn more about the different user types and levels of access in QBO. 

 

Also, I recommend going to the Manage users page. From there, you can edit the user access rights, view their activities, and delete them. See the screenshot below for your visual reference. For more details, visit this article: Add, Delete, Or Change User Access. 

 

Please know that you can count on me if you need anything else. Take care always, @lindsay-masson27. 

LeoK
August 12, 2022

When I add user, every user has the ability to edit transactions. How can I add user with restricted editing abilities or read-only access? I am using QBO Essentials.

 

Also, when auditors come for review, I want to give them access of all our transactions without editing rights/ability. How can I do that? - Don't QB see the feature as among the important features to us accountants????

JonpriL
August 12, 2022

Hello there, @LeoK.

 

I found an earlier post linked to your profile about user's permissions and access rights in QuickBooks. It seems my colleague already posted a response so I've included the link below for easy navigation.

 

 

If you have any other questions, please let me know by leaving any comments using the Reply button. I'll be here to lend a hand. Take care and stay safe!

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