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binal-chhapekar-
Level 1

How to add user with only view access rights?

which option to select to give only view access while adding user
1 Comment 1
Ivan_G
QuickBooks Team

How to add user with only view access rights?

I'm glad you've reached out here in the Community forum, binal. I can share details on what user permission is closest to your desired access for your company user in QuickBooks Online (QBO).
 
Please know that adding a user with view-only access to your QBO company file is not an option in the program. However, we have a specific role that allows the user to view company-related reports only.

 

In the View company reports role, the user assigned to this access can see all reports except those with payroll and contact information. They can also generate customer reports and groups but can't see the actual transactions. Moreover, they're incapable of reviewing the audit log.

 

For a complete list of user positions and their specific accessibility, please review this link: User roles and access rights in QuickBooks Online.

 

Furthermore, once you've decided to add a user in QBO, you can follow these steps:

 

  1. Go to the Gear icon and select Manage users.
    Gear icon and manage users.png
  2. Click the Add user option and complete the Personal info portion.
    Personal Info.png
  3. Select a role from the dropdown and review the accessibility from the View all permissions section.
  4. Once done, hit Send invitation.
    Send inviaton.png

You may also add an accounting professional to help you manage your books in QuickBooks. They have additional privileges and features that could be handy in handling your reconciliation, transactions, invoices, and taxes.

 

I'm still available to lend a hand. If you have more questions about adding users or managing your transactions or reports, add a reply to this thread. I'll be around the corner to assist you.