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February 17, 2024
Question

Permissions in QB Enterprise Desktop causes variance in inventory count

  • February 17, 2024
  • 1 reply
  • 0 views

Good day.
Does anyone know what permissions would apply for a regular user to see credit memo amounts in an inventory quick report?
I have a regular user that runs an inventory quick report for an item and it totals as if it is correct (less any item with a type of credit memo). We have credit memo tagged items in inventory that seem to be excluded from this users report. Anyone with admin or full accounting can see ALL of the items but a sales or regular user cannot.
I am not sure if it's because permissions are too locked down or does it sound like we are doing something wrong?
Has anyone come across this or know which minimal permission could be tagged to show the correct report amoun?
Thank you in advance for any suggestions.

1 reply

February 20, 2024

Hello RobertK,

 

Thanks for joining us here. It's important you get the help you need with QuickBooks. Rest assured, I'll be happy to steer you in the right direction so you're on the right direction with achieving your goals.

 

Based on what you've described above, I see you benefiting more by contacting our support team outside of the Community. This ensures that your account info remains private and secure. A specialist will also be able to share your screen and help you further with this. You can reach out to our support team by dialing 1-833-317-2226. One of our specialists will be happy to assist you by sharing your screen and help you navigate the program. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies.

 

Feel free to keep me posted on how you make out. I'll be one message away in case you need anything else.

RobertKAuthor
February 20, 2024

Thank you James. I will reply to the post when we (hopefully) resolve this.

February 20, 2024

Sounds good. I'll be here.