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keycompanies
January 15, 2025
Question

Sales report not showing customer discounts on total; therefore is not a correct number for reporting.

  • January 15, 2025
  • 1 reply
  • 0 views

I have multiple users at my company. When generating a sales report by customer detail or summary, the results are not matching up for all users.  Users with Full Access permissions are getting a different number than the user that has Inventory, purchasing and sales roles assigned.  

 

One user in particular is not show the deductions of customer allowances and discounts on the total.  Is this a permission setting for this user that I need to change.

1 reply

J
Jovelyn_M1
January 16, 2025

Yes, @keycompanies, you're right.

 

It's important to know that each of your company users' access depends on the user roles and access rights. To give them access, you need to change the permission setting for this particular user. Allow me to assist you, how to make changes follow the steps below:

 

  1. In your QuickBooks Desktop, make sure you're signed in as the Company Admin.
  2. Go to the Company menu, then Users, and select Set up Users and Roles.
  3. Select the Role List tab and select Edit for an existing role.
  4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
    • By selecting specific areas in QuickBooks, you can customize a new user's access to the company file with options for No Access, Full Access, or Selective Access.
  5. Hit the Ok, once done.

 

For additional detailed instruction, you can create and manage users and roles in QuickBooks Desktop Enterprise.

 

Furthermore, I'm adding this resource for future reference if you want to set data-level permissions in QuickBooks Desktop Enterprise: Create data-level permissions in QuickBooks Desktop Enterprise.

 

We are dedicated to providing you with the support you need. If you have any questions about changing permission access, don’t hesitate to reach out. Our team is always here to help!

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