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nme4c
Level 1

Preventing a user from changing a reconciled transaction

Hello,

 

Is it possible to create a role that cannot modify or delete an entry if it has been reconciled? They would normally have access to create, modify and delete entries - but not once reconciliation has been done.

 

Thanks!

2 Comments 2
nme4c
Level 1

Preventing a user from changing a reconciled transaction

Hello, 

 

Is it possible to create a role that can create/modify/delete entries, but NOT if doing so would make the account negative?

 

Thanks!

JamesM
QuickBooks Team

Preventing a user from changing a reconciled transaction

Hi nme4c,

 

QuickBooks Desktop is a powerful program which allows you to automate most of the manual tasks involved in your business. I'll be glad to share info that'll steer you in the right direction. 

 

Setting up a user that cannot modify or delete reconciled transactions isn't a feature that's available yet in QuickBooks Desktop. A way around this would be setting a closing date in QuickBooks but that would affect all users on the account. If you have further questions about this feel free to let me know by leaving a comment below. Otherwise, I recommend sending feedback about this to our engineers by clicking the Help menu and looking for Send Feedback Online. New product ideas are largely based on the feedback we get from users like you. 

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