We want to clean up our User Roles. I'm looking for a way to get a summary of what permission each role has in one excel document without manually populating it through the Role List > View Permissions for each individual role and category. How would I get this?
Welcome to the QuickBooks community. I'll be happy to help with your permissions. QuickBooks Desktop is a solid platform where you can manage your users efficiently. If you wish to get a summary of the permissions, follow these steps:
Select User List
Select View Permissions
Check off all the users you want to view the roles for