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Helen83
October 23, 2024
Question

In house accountant's role in bank and credit card reconciliations

  • October 23, 2024
  • 1 reply
  • 0 views

My role is In house accountant. Can I edit the bank and credit card reconciliations?

Thanks!

1 reply

Nicole_N
Nicole_N
October 23, 2024

Yes, @Helen83. as an in-house accountant in QuickBooks Online (QBO), you have the permissions to edit bank and credit card reconciliations. I'll share further details about it.

This role grants access to all bookkeeping and accounting tools, financial reports, customer sales, and vendor purchase tools. However, keep in mind that even small changes can unbalance your accounts. It's important to ensure that any changes you make are accurate and properly documented. 

QBO has an Audit log feature  that allows the tracking of changes made to transactions in the system. You can use this feature to maintain data integrity and accountability. 
 

For more information about user rights and access permissions, check out this article: User roles and access rights

 

Moreover, it's important to follow the best practices for reconciling accounts to minimize errors and discrepancies. Refer to this article for more guidance: Learn the reconcile workflow in QuickBooks

 

Let me know in the comments below if you have any more questions regarding user roles in QuickBooks, @Helen83. I'd be more than happy to answer them for you.

H
Helen83Author
October 23, 2024

Thanks Nicole!

Currently, I'm only able to view and print bank and credit card reconciliations using my in house accountant access. What do I need to do to be able to edit them? Should I ask more permissions from the admin?

R
RhoiceW
October 23, 2024

Thanks for going back to this thread, Helen. Allow me to clarify the abilities associated with the role you're assigned in QuickBooks Online (QBO).

 

The In house accountant role in QBO has full access and can edit bank credit card reconciliations. If you're experiencing difficulties, your role may not be configured correctly. I suggest contacting your company admin to review your role settings.

 

You can show these steps to your admin in checking the user roles:

 

  1. Go to the Gear icon, then select Manage users. 
  2. Under the Users tab, check the list and let your admin review your role.
  3. Select Edit under the Action column to change the role.
  4. Once done, click Save changes.

 

If your admin needs further guidance, they can also refer our article about user roles and permissions for a detailed overview.

 

Additionally, you can create a custom role and choose what role can access has in QBO.

 

If you continue to experience challenges or have any additional questions, don’t hesitate to ask. You're in good hand here in the QuickBooks Community.

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