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mauriceh313
October 27, 2022
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Hide Account Balance Information

  • October 27, 2022
  • 1 reply
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Hello Quickbooks Community,

 

I am planning to recruit help with managing our non-profit organization's finances. I have a former employee who has volunteered to continue to assist with the accounts receivable aspect of our organization (invoicing customers and entering payments). In QuickBooks Desktop version, I was able to set up her profile whereby he was unable to see the balances in our our accounts because he didn't have access to check registers.

 

Is there a way in QuickBooks Online to setup a profile and hide the account balances in all our financial accounts. All I could see is switching between Business View and Accountant View. However, I have not been able to find out how to do what I'm trying to do as stated above. Those two different views still have the ability to see financial account balances.

 

Thank yo for your assistance.

 

 

Best answer by Bryan_M

Welcome to the QuickBooks family, @mauriceh313.

Yes, there's a way to set up a profile in QuickBooks Online and hide that user from accessing the balances of all your financial accounts.

Here's how:
1. Click the Gear icon.
2. Select Manage users.

3. Select Standard user. Click Next.
4. In the select access right choose Limited (check box for customer and vendors). Click next.
5. Select user settings. Click next.
6. Fill in the Contact information.
7. Save.

 



You might want to learn how to categorize your transactions and track your financial information, you can read through this article: Learn about the chart of accounts in QuickBooks Online.

If you require any additional assistance with managing users, please post again and leave a comment on this thread. I'll be happy to lend a hand. Keep safe. Have a great day!

1 reply

Bryan_M
Bryan_MAnswer
October 27, 2022

Welcome to the QuickBooks family, @mauriceh313.

Yes, there's a way to set up a profile in QuickBooks Online and hide that user from accessing the balances of all your financial accounts.

Here's how:
1. Click the Gear icon.
2. Select Manage users.

3. Select Standard user. Click Next.
4. In the select access right choose Limited (check box for customer and vendors). Click next.
5. Select user settings. Click next.
6. Fill in the Contact information.
7. Save.

 



You might want to learn how to categorize your transactions and track your financial information, you can read through this article: Learn about the chart of accounts in QuickBooks Online.

If you require any additional assistance with managing users, please post again and leave a comment on this thread. I'll be happy to lend a hand. Keep safe. Have a great day!

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