Read/View Only Access

Hello, 

I can see why you'd like KPMG (the independent auditor) to have read-only access to your QuickBooks Online account. It's important that they're able to see all of your information without being able to make any changes in the account. 

Protecting your sensitive company information is the goal for you today.  QuickBooks Online has many options for setting up custom user access, limiting each user to what he or she can view and change. I recommend setting up KPMG as a Reports Only user (read-only access). These users have read-only access to all reports (except Audit Log and Payroll Reports). They can create a group of reports, memorize a report, and drill down as far as transaction reports. They don't have the ability to view the actual transaction. This user is only available in QuickBooks Online Plus.

Here's an article that will walk you through all the different options for user types and permissions: https://intuit.me/2T72Q5I. 

To set up a customer user, click the Gear icon > Manage Users > Add User > Reports Only. 

If you have any other questions, please let me know. 

Have a great day. 

Hello, I have the exact same question : How can I give my auditors read-only access to my QBO data. As it's been 2.5 years, I'm hoping there may be a new (better) answer to this. I think it would be a lot more convenient, if the auditors could see everything, including individual transactions (invoices attached to bill pay e.g.). Has there been any change in the options for access? 

Thank you very much.

Hi there JBJSMC,

It's important that you keep all of your company's information and financials up to date so that you can be ready for an audit. QuickBooks Online gives you the ability to add multiple user types to your account to be able to give different accesses for different people. I can provide some information about user types.

There are a few user types that can be added to a QuickBooks Online account. If you're wanting them to have a read-only access, where they can't edit any of the transactions, the only option would be a Reports Only user. Here's a list of all types of users as well as what type of information they can view and edit.

If you have any other questions, feel free to reach out here.

Its been another 2.5 years and hoping their is an answer: How can I give my auditors read-only access to my QBO data?

Hi there,

Thanks for reaching out about your audit. QuickBooks Online is a great tool able to help you keep track of your books and access them from anywhere with an internet access. I can provide some information about QuickBooks Online and audits.

To give access to your books for auditing purposes, you can go to the Gear Icon, then Export data. At the top of the page, there is a message stating Are you being audited by the CRA, which you can then select Get Started. Select the date range needed, then Export data. This will export all data for the time period requested. so you can give access to your auditors.

If you have any other questions, feel free to reach out here.