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PML1963
October 16, 2023
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Can I give a used permission to see checks written to customers but no other checks?

  • October 16, 2023
  • 1 reply
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We are in ag retail.  Our Sales Agronomists work with customers but are not able to see all of a customers account transactions unless I give them permission to see general journal entries and checks.  I have only found where I can give them permission to view ALL company general journals and checks.  Is there a way to give permission to only see checks written to the customers but no others?

Best answer by FateCandylaneT

We recognize the relevance of having the ability to allow users to view only specific checks written to customers and not others, PML1963.

 

Currently, this user role and permission aren't available in QuickBooks Desktop. I see how convenient it is for you to only modify user access in managing these transactions in your account. This permission is beneficial to help view written checks created for customers and keep track of the entry's data.

 

You may modify user's role and permission to the nearest option when accessing customer-related transactions. Feel free to check out this guide for more detailed insights: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

For now, we recommend sending this relevant idea to our product engineers. They'll consider your suggestion and will work on its progress to include them in our future product updates.

 

Here's how to submit feedback:

 

  1. Go to the Help menu at the top and select Send Feedback Online.
  2. Click on Product Suggestion and enter your feedback or suggestions.
  3. Once done, click Send feedback.

 

Moreover, I'll be adding this reference to help you handle, print, and memorize a check in your account: Create, modify, and print checks.

 

We appreciate your willingness to help us improve our products. We'll keep this thread available so you can always get back to us whenever you need additional assistance managing user roles and access. Just let us know in the comments below. Keep safe.

1 reply

F
FateCandylaneTAnswer
October 16, 2023

We recognize the relevance of having the ability to allow users to view only specific checks written to customers and not others, PML1963.

 

Currently, this user role and permission aren't available in QuickBooks Desktop. I see how convenient it is for you to only modify user access in managing these transactions in your account. This permission is beneficial to help view written checks created for customers and keep track of the entry's data.

 

You may modify user's role and permission to the nearest option when accessing customer-related transactions. Feel free to check out this guide for more detailed insights: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

For now, we recommend sending this relevant idea to our product engineers. They'll consider your suggestion and will work on its progress to include them in our future product updates.

 

Here's how to submit feedback:

 

  1. Go to the Help menu at the top and select Send Feedback Online.
  2. Click on Product Suggestion and enter your feedback or suggestions.
  3. Once done, click Send feedback.

 

Moreover, I'll be adding this reference to help you handle, print, and memorize a check in your account: Create, modify, and print checks.

 

We appreciate your willingness to help us improve our products. We'll keep this thread available so you can always get back to us whenever you need additional assistance managing user roles and access. Just let us know in the comments below. Keep safe.

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