Skip to main content
D
darejohn
March 14, 2019
Question

Read/View Only Access

  • March 14, 2019
  • 1 reply
  • 0 views

Hello,

I run a regulated private company that is required to be audited annually by an independent auditor (we use KPMG).

Our auditor has requested read only/view only access to our QBO account.  I have no problem at all granting that access.

Please note I do not want to give them "Accountant" access.  They cannot, due to their position as an independent auditor, have any sort of access that would allow them to post or change any data at all.

However, they need to be able to see all aspects of our entire account with no restrictions.

Can you tell me how I could go about granting this access?

1 reply

AddieC
AddieC
March 14, 2019

Hello, 

 

I can see why you'd like KPMG (the independent auditor) to have read-only access to your QuickBooks Online account. It's important that they're able to see all of your information without being able to make any changes in the account. 

 

Protecting your sensitive company information is the goal for you today.  QuickBooks Online has many options for setting up custom user access, limiting each user to what he or she can view and change. I recommend setting up KPMG as a Reports Only user (read-only access). These users have read-only access to all reports (except Audit Log and Payroll Reports). They can create a group of reports, memorize a report, and drill down as far as transaction reports. They don't have the ability to view the actual transaction. This user is only available in QuickBooks Online Plus.

 

Here's an article that will walk you through all the different options for user types and permissions: https://intuit.me/2T72Q5I. 

 

To set up a customer user, click the Gear icon > Manage Users > Add User > Reports Only. 

 

If you have any other questions, please let me know. 


Have a great day. 

J
JBJSMC
November 17, 2021

Hello, I have the exact same question : How can I give my auditors read-only access to my QBO data. As it's been 2.5 years, I'm hoping there may be a new (better) answer to this. I think it would be a lot more convenient, if the auditors could see everything, including individual transactions (invoices attached to bill pay e.g.). Has there been any change in the options for access? 

 

Thank you very much.

 

A
Alex M
November 17, 2021

Hi there JBJSMC,

 

It's important that you keep all of your company's information and financials up to date so that you can be ready for an audit. QuickBooks Online gives you the ability to add multiple user types to your account to be able to give different accesses for different people. I can provide some information about user types.

 

There are a few user types that can be added to a QuickBooks Online account. If you're wanting them to have a read-only access, where they can't edit any of the transactions, the only option would be a Reports Only user. Here's a list of all types of users as well as what type of information they can view and edit.

 

If you have any other questions, feel free to reach out here.

Terms & ConditionsAccessibility statement