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Q
Queue Bee No
October 1, 2024
Question

Give role permissions to "What you owe (Payables)" reports?

  • October 1, 2024
  • 1 reply
  • 0 views

How can I grant a role permissions to any/all of the "What you owe" reports? It has a big X where the checkbox should be. I have tried checking EVERY box in EVERY section to see if there's a prerequisite somewhere, but this section all still retains Xs.

 

 

I would upload a screenshot, but I can't, which is cool.

 

 

1 reply

C
CharleneMaeF
October 1, 2024

Hi there, Scobee.

 

I'm here to help you invite your user who can view the What you Owe (Payables) report.

 

Beforehand, I'd like to know what role permission you select when inviting users. It'll help me determine why the checkbox has an X icon.

 

In QuickBooks Online Advanced, granting role permissions for the What you Owe (Payables) report to your users depends on the access you want to provide. It's the reason why you see an X icon beside the report. Please ensure that you've selected the correct role.

 

In addition to that, some report groups and reports aren't available yet for custom access, so you can't see the checkboxes to manage with custom roles. Also, we can't modify which payables report your users can access. The system will show a list of reports they can view when you invite them.

 

I've listed the roles below that you can give to your users so they can view the payables report:

 

  • Standard all access
  • Accounts payable manager
  • Standard limited customers and vendors
  • In house account
  • View Company reports

 

Once you've decided what specific access you'll give, you can invite your users.

 

If the View and Customize columns show Partial, I recommend clicking the drop-down icon to determine which report they can access.

 

Regarding uploading the screenshot, did you encounter any error messages while adding it? It'll help me determine its cause. Also, please ensure the image type is supported (jpg,.JPG,.jpeg,.JPEG,.gif,.GIF,.png,.PNG).


Additionally, you can check your usage limits in your QuickBooks subscription to determine the maximum number of things, like accounts or users, you can have at one time.

 

I'm still here and ready to assist. That said, hit the Reply button should you have more questions about inviting users to QuickBooks Online. I'll be in all hands to guide you every step of the way.

Q
Queue Bee NoAuthor
October 2, 2024

Thanks for confusing me even further.

 

I have invited all my users already. I am creating a new role. I want the role to be called "Only access to What You Owe Reports". I want to select all of the reports below with Xs. How do I do that?

 

J
Jelayca V
October 2, 2024

While creating a dedicated role for What you owe reports isn't possible, I can clarify and guide you through alternative options allowing your users to access those reports in QuickBooks Online (QBO), Scobee. 

 

As mentioned by my colleague, granting permissions for the What you owe reports is based on the overall access you provide or assign to your users. This means that you cannot adjust the settings to allow access specifically to those reports nor create a separate role just for the What you owe reports. 

 

However, you can consider assigning the Standard all access role to your users as a workaround. This will allow them full access to report under the What you owe. 

 

Alternatively, you can also assign the Accounts payable manager role. However, please be aware that this role grants access to certain specific reports, including: 

 

  • A/P Aging Summary
  • A/P Aging Detail
  • Vendor Balance Summary
  • Unpaid Bills
  • Bill Payment List
  • Bill Payments Created Today reports

 

For more details, please see this page: Add and manage custom roles.

 

Moreover, here are some articles to learn more about roles and access rights as well as the usage limits inside QBO:

 

 

We highly encourage you to post here again if you have further questions about assigning a role and permission to your users in QBO. As always, we're here in the Community to lend you a hand. 

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