How to enable standard user to see bank feeds without giving him/her the login credential

smartleo · ‎August 07, 2021

Hello,

I am a new user to QBO. I want to let my bookkeeper see all the bank feeds from RBC (Royal Bank of Canada ), so that he can book all the journal entries and reconcile with the bank accounts. However, I don't want give him the login password to the RBC online banking. Is there a way to do that? I read an article here: https://quickbooks.intuit.com/learn-support/en-au/bank-feeds/connecting-your-bank-account-to-quickbo...

But it only works in Australia. I am wondering if similar feature (Direct Feeds) is available in Canada. Thanks!

Best regards,

Leo

Fiat Lux - ASIA · ‎August 08, 2021

Afaik, the feature is only available for QBO AU version and some banks in AU. You may consider to download the bank statement file for your bookkeeper and let her/him import the file manually into your QBO account later. Bear in mind, you will need a 3rd party tool to import PDF files.

PrachiJoshi · ‎August 08, 2021

You can give read-only access to your bookkeeper. He will not be able to make any payments from it. But he will be able to log in and download statements.

Most banks will provide it at no-extra charge.

JamesM4 · ‎August 09, 2021

Hello smartleo. Thanks for connecting with us here. I can see the importance of being able to add a user that can only view the bank feed. Since this feature isn't available, I highly encourage you to send feedback about this to our product developers. To do this, click on the Gear icon and look for Feedback. In the meantime, check out this helpful article here with more info about user roles and permissions in QuickBooks. Let me know if you have other questions, I'm here to assist.

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How to enable standard user to see bank feeds without giving him/her the login credential