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Once you set up someone as a user with limited access, does it allow me to hide my personal information in paybles? I want to hide certain cheques written to myself as the owner and don't want my staff to see it
Hello, mary gemmiti.
Thanks for reaching out to us here. I'd be happy to provide some information.
QuickBooks Desktop provides the ability to customize predefined roles, as outlined in this guide. However, please be advised that any changes will apply to all users with the same role. In addition, you can restrict 'vendors & payables, but that would include ALL and not any one specifically. I do understand how you would benefit from having extra customization options for the users in your books, and I encourage you to submit a suggestion to our Development Team.
Feel free to reach back out if you have any other questions.
Hi,
I don't believe there is a solution for that.
You can potentially setup a random vendor name and a chart of account however employees might still be able to trace it back to you when they see check pictures on the bank statements.
Normally creating a HoldCo company and transferring funds through that reduces the overall visibility.
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