cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Find out how to upgrade your subscription, manage your password, view account fees, request a refund, and much more on our account management page.
Created with Sketch. If you're experiencing a bank error, check our Bank Feed Status page before you call support.
Created with Sketch. Visit this page to subscribe to QuickBooks Status notifications.
Marcus_Xia
Level 1

Invoice created issue

It is 2019 professional edition with multi users, I can create and edit invoice on my desktop without any problem,

But, if I try to create/edit an invoice on a different laptop with windows 10 system, same QB, it is not working at all. 

 

An error shows like "you need full access under edit closed transactions to perform this actions".

 

 

 

Solved
Best answer April 02, 2020

Best Answers
AndréB
Level 7

Invoice created issue

Hey Marcus_Xia,

 

Being able to access QuickBooks on multiple devices with multiple users can have an incredibly positive effect on your bookkeeping. With a little bit of setup, you gain a seamless experience of working together with your team. I'm confident that a few minor changes to your user settings will resolve this error. I can guide you through this.

 

If you're logged in on your desktop, it's just a couple easy steps to manage user permissions:

  1. Go to the Company menu, then select Set Up Users and Password and then Set up Users.
  2. Select the user you sign in as on your laptop, then click Edit User...
  3. Fill out the User NamePassword, and Confirm Password fields, then select Next.
  4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
    • If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the user by selecting No AccessFull Access, or Selective Access.
  5. When done, select Finish.

This is the option mentioned in the message you're receiving:

Annotation 2020-04-02 170936.png

 

Let me know how this goes! I want to make sure you unlock the power of QuickBooks on all your favorite devices.

View solution in original post

5 Comments 5
AndréB
Level 7

Invoice created issue

Hey Marcus_Xia,

 

Being able to access QuickBooks on multiple devices with multiple users can have an incredibly positive effect on your bookkeeping. With a little bit of setup, you gain a seamless experience of working together with your team. I'm confident that a few minor changes to your user settings will resolve this error. I can guide you through this.

 

If you're logged in on your desktop, it's just a couple easy steps to manage user permissions:

  1. Go to the Company menu, then select Set Up Users and Password and then Set up Users.
  2. Select the user you sign in as on your laptop, then click Edit User...
  3. Fill out the User NamePassword, and Confirm Password fields, then select Next.
  4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
    • If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the user by selecting No AccessFull Access, or Selective Access.
  5. When done, select Finish.

This is the option mentioned in the message you're receiving:

Annotation 2020-04-02 170936.png

 

Let me know how this goes! I want to make sure you unlock the power of QuickBooks on all your favorite devices.

Marcus_Xia
Level 1

Invoice created issue

Thanks for your reply, I didn't get reply from our QB admin. 

 

I just curious that it is working well on my desktop, but it is not working if I change to another windows system.

 

Anyway, thanks again, I will let you how it goes.

nadagae
Level 1

Invoice created issue

Hello we are using the Quickbook Enterprise 18 and have an exact same problem - can you let us know how to avoid? 

JamesM
QuickBooks Team

Invoice created issue

Hi there. Just to make sure we're on the same page, are you using the admin access to make the necessary changes? 

Marcus_Xia
Level 1

Invoice created issue

administrator updates the peemission

Need to get in touch?

Contact us