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C
corry_digitsquid
July 24, 2024
Question

Team User Roles "Standard No Access with Account Management" in QBOA is broken

  • July 24, 2024
  • 1 reply
  • 0 views

The team user role "Standard No Access with Account Management" is broken in QBOA. It does not allow me to assign team members this role, which is very important. Not being able to use this team role has created huge challenges in our firm because it means that leads cannot assign clients to their team members without giving the leads admin access of the books (which is outside their scope). This limits the ability to assign roles only to admins, which is not productive. Please look into this. We've submitted this issue for months now without any update and repeatedly being told that this role is not for QBOA but for QBO subscriptions (which makes no sense bc it is listed under QBOA team roles and the definition does not apply to anything related to what clients would be using).

1 reply

A
AnneMariee
July 24, 2024

Thank you for taking the time to share your concerns in such detail with the QuickBooks Online Community, Corry.

 

I can see how the option to assign a team user the role "Standard No Access with Account Management" can benefit you and your business. However, the feature that allows you to do so is currently unavailable in QuickBooks Online Accountant (QBOA). That said, I recommend sending feedback so our product engineers can take note of the need for this functionality and consider adding it in future updates.

 

Here's how to send feedback:

 

  1. Head to the gear icon.
  2. Under Profile, select Feedback.
  3. Enter your product suggestions.
  4. Click Next to submit.

 

In the meantime, you can refer to this article for more info on the different options for access permissions: User roles and access rights in QuickBooks Online.

 

For future use, here's a guide on how to get an audit trail of the activities each user does for your company: Use the audit log.

 

Come back to the Community if you have other concerns about user permissions in QuickBooks. The Community always has your back, Corry. Take care always!

C
corry_digitsquidAuthor
July 25, 2024

That response makes no sense since it is listed as an option in the custom team roles, as indicated in the screenshot I attached in the original ticket and the one with this reply. These new firm roles were released in QBO Accountant 7 months ago and is broken.

 

QB own article announcing the update here:
https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-users/manage-custom-firm-roles-quickbooks-online/L4Gb8rBPt_US_en_US?uid=lz0irwta

As noted in my original post, I have reached out to support repeatedly and have submitted feedback repeatedly also. This is an existing feature that is broken. Why is support not interested in fixing the broken parts of the platform?

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