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support95
Level 1

qb access issue - how to give financial person to view qp payroll report - ? new version ?

qb access issue - how to give financial person to view qp payroll report - ? new version ?

1 Comment 1
Irene R
QuickBooks Team

qb access issue - how to give financial person to view qp payroll report - ? new version ?

Hi there, Support95. Allowing someone access to your QuickBooks Payroll reports depends on whether you want them to have full access to your financial records or only a view-only glimpse of the information.

 

To get started, you can assign them a user role that best fits their needs. Here's how:  

 

  1. Go to the Gear Icon ⚙, then select Manage users.
  2. Click Add user, then enter their personal information.
  3. In the Assign Roles ▼ dropdown, choose the appropriate role.
  4. Review the permissions associated with this role. You can expand each section for details.
  5. Click Send invitation.

 

If needed, you can create and customize a new role. Alternatively, if the person is your CPA or a professional bookkeeper, consider adding them as an In-house Accountant.

 

This thread remains open if you need additional help with managing users in QuickBooks.