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Cici3883
May 27, 2021
Question

Is there a way to limit view to Snapshots?

  • May 27, 2021
  • 1 reply
  • 0 views

I know how to set up user roles and permissions but I cannot seem to locate an option that limits users view to the Snapshots tab. I know you can take away customer balance view and that takes away the payments tab (within snapshots) but is there a way to just limit access to Snapshots all together.

1 reply

J
JamesM4
May 27, 2021

Hello Cici3883,

 

It's great to learn you know how to set up user roles and permissions in QuickBooks. I'll be happy to steer you in the right direction so you can get back to doing what you love. QuickBooks is a versatile program that enables you to get your work done faster with the help of the awesome features offered in the program. 

 

The ability to limit users to access Snapshots isn't available in QuickBooks. I can see the benefit of having this feature and I encourage you to send feedback about this to our product developers by clicking the Help menu and looking for Send Feedback Online. I also encourage you to check out the following article for helpful info on how to: 

Feel free to ask other questions in the comments below. Otherwise, I wish you a great rest of the week. 

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