Profit & Loss

Let me elaborate on some information about user access to give you an idea of what you can do about it, Bob.

In QuickBooks Desktop, you can customize your user restrictions to only allow them specific access to your books. For now, these are the only areas that you can modify. I've added a screenshot to show you a quick overview after setting up a restriction:

Allowing users to drill down on certain accounts isn't an option. To set up users and roles, follow the steps outlined below:

1. Go to the Company menu, select Set Up Users and Password, and then Set up Users.
2. Select Add User...
3. Fill out the User Name, Password, and Confirm Password fields, then select Next.
4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
   • If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting No Access, Full Access, or Selective Access.
5. When done, click Finish.

To give you more details about users and restrictions and hide account balances from unauthorized users, go through this article for more details: QuickBooks Desktop Users And Restrictions.

You may also access reports if you want to view any information in QuickBooks. You'll only have to customize them to get the data you need for your business. I've got this for you so you can take a look and filter some of the information that you want: Customize Reports In QuickBooks Desktop.

You can always post your comment below if you have any other concerns about granting access to your users. As always, we're here to help you all the time.