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yatpui
April 2, 2024
Question

Can different roles have different access to classes?

  • April 2, 2024
  • 1 reply
  • 0 views
I use many classes in QBO, but i have bookkeeper that i only want to give access to only some of the classes, not all.  my current qbo plan is basic, which gives accountant role access to ALL my classes, which i don't want.  How can i assign or customize QBO so that accountant role can only have access to some of the classes?

1 reply

A
Anonymous
April 2, 2024

Hello Yatpui,

 

Thank you for reaching us. I'd be happy to help you manage a user's role to access classes in QuickBooks Online (QBO).

 

With custom roles, you can easily manage user access in QuickBooks and give them only the access they need for their role. You can choose what users can see and do within different areas of QuickBooks like banking, sales, payroll, expenses, reports, budgets, and inventory. Let me guide you on how to customize the accountant role in your QBO account.

 

Here are the steps:

 

  1. Go to the Gear icon and select Manage Users.
  2. Select the Users tab and find the user you want to edit.
  3. Select Edit from the Action column.
  4. Choose from the existing custom or QuickBooks roles.
  5. Select Save. If you edit permissions after selecting the role, you’ll be asked to save a new custom role. Enter a Role name and description, then select Save Role.

 

Here are some resources to help you learn more about assigning classes to transactions and generating a report for them:

 

 

Additionally, you can read this article to get more information about classes on reports: Why aren't classes reporting for certain transactions on my report?

 

If you need further assistance with managing user roles and classes, please leave us a message. We're always here to help. Take care!

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