Skip to main content
August 25, 2023
Question

Make Memorized Transaction Private / Restricted?

  • August 25, 2023
  • 1 reply
  • 0 views

How can I restrict access/viewing of certain Memorized Transactions to specific users?

1 reply

August 25, 2023

Hi itravel,

 

Thanks for reaching out to us here.  QuickBooks Desktop is a powerful program with the features you need, to accomplish your bookkeeping goals seamlessly.  Having the ability to manage user access is most beneficial when restrictions need to be applied.  I'd be glad to help!

 

In QuickBooks Desktop, you can customize the access for different users, or create new custom roles.  Here's a helpful guide, for your reference.  To learn more about users and restrictions, click here.

 

If you'd like additional assistance with a member of our QuickBooks Desktop Customer Care team, please don't hesitate to contact us outside of Community.  With your consent, they can connect with you virtually and navigate you through the process, and ensure you're able to accomplish your QuickBooks goals without delay!

 

Feel free to reach back out with other questions.  We'd be happy to assist!