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Set up Restricted Reporting Users in QuickBooks Payroll powered by Employment Hero.

SOLVEDby QuickBooksUpdated September 14, 2023

Learn how to configure the payroll reporting access for your QuickBooks Payroll. Restricted access allows selected employees and managers to review certain employee activities in QuickBooks Payroll. Not only can reports be configured by manager access, but is now also configurable by employee groups and locations.

Configuring Restrictions in Reports

You can grant access to an employee manager for either all reports or even selected reports by choosing whether you want the information in the reports to be restricted or not.

  1. Go to Payroll.
  2. Select Payroll Settings then select Manage Users 
  3.  Select Add 
  4. Enter their Email address and Name
  5. Select Restricted Access
  6. Select Reporting and select the appropriate options
  7. Select Save 

For existing restricted users that already have reporting access, a No restriction on reporting data option will be ticked so as not to interrupt the access these users currently have to the reports. Full access users can change this setting at any time, as appropriate.

If you currently have Managers that don’t have reporting access due to permissions issues you now have the option to go in and fix this.

Relevant Restrictions in the Reports

The option to restrict reporting for an employee manager will only be available if the user also has an employee group or location access. The restrictions that will apply to the reports for an employee manager will be based on their employee groups and/or location access permissions.

If an employee manager has access to an employee group, any reports the employee manager then generates will only show the detail for the employees included in this group:

Exceptions to the restrictions

Employee group or location restrictions will not be honoured for the below reports.

  • Journal Report
  • Payment File Report
  • Employee Satisfaction Report.

Additionally, for Australia specifically, we have retained the restriction to not make ATO Reporting or Super Payments available to restricted access users.


Content sourced from Employment Hero


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