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SP-1
Level 1
posted
‎August 29, 2019 11:58 AM
last updated ‎August 28, 2019 6:58 PM

How to limit user access for Customers & Suppliers Only excluding payroll expenses

We are wanting to give access to an employee for customers and suppliers only, excluding payroll. When going into expenses under the limited access it shows the payroll clearing amounts. Is there a way that we can exclude this information? I don't understand why it is showing when it's payroll related. 

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1 Comment 1
PreciousB
Moderator
Moderator
‎August 29, 2019 01:57 PM

How to limit user access for Customers & Suppliers Only excluding payroll expenses

Thanks for reaching out to the Community, SP-1.

 

Once you added a user who can access customers and vendors, they can enter, edit and view any related transactions to it.

 

Since the payroll clearing amounts were entered as an expense, we are unable to hide this information from the user. Only the payroll-related transactions such as paychecks and taxes are hidden from the user.

 

However, QuickBooks Online keeps a list of all the activity in your company. You can see the changes made to your books and who made them.

 

Here's how:

  1. Go to the Gear icon at the upper-right hand corner and select Audit Log from the drop-down.
  2. Click the arrow beside Filter.
  3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  4. Select Apply.

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Here's an article for more insights about Audit Log: Learn about the audit log.

 

As always, you can check regularly for product updates and feature enhancement through this link: QuickBooks Blog.

 

If you have any questions, please let me know. I'll be here and ready to help anytime. Have a good one.

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