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Everything you need to know about banking in QuickBooks Online - Discover more
Robman
Level 3

MY STAFF CAN SEE OUR BANK ACCOUNT DESPITE IT BEING ON STANDARD USER LIMITED ACCESS, HOW DO I REMEDY THIS?

well done for admitting the error and not endlessly beating about the bush.
This is just one of the ways this info "leaks out" beyond what your dev team planned for. It took me all of 3 minutes to see the glaring hole in accessing detailed bank reports.

A more satisfying response from you and others in your team might have been:

"OH FLIP! WE SCREWED UP! WE ARE SO SORRY! THIS IS A HUGE !@#$% PROBLEM AND WE WILL GET ON THIS RIGHT AWAY...WE PROMISE TO NOT LET OUR DEV TEAM REST UNTIL ITS FIXED. Please expect a response from us indicating it is fixed within _____ days"

Robman
Level 3

MY STAFF CAN SEE OUR BANK ACCOUNT DESPITE IT BEING ON STANDARD USER LIMITED ACCESS, HOW DO I REMEDY THIS?

PLEASE SEE MY REPLY TO THE PROBLEM AND TO THE "SOLVER"...PLEASE VOLUNTEER TO FIX THIS GLARING BREACH AS A RESPONSIBLE QBO TEAM MEMBER

Robman
Level 3

MY STAFF CAN SEE OUR BANK ACCOUNT DESPITE IT BEING ON STANDARD USER LIMITED ACCESS, HOW DO I REMEDY THIS?

The best way to "fix" this is to keep individual salary payments out of your linked and tracked bank account. Either sign up with a service that does the salary payments for you (you upload the employee details and a file each month), or create a non-linked bank account to do the payments.

The only transaction inside your books will be the total salary amount that is transferred out of the system to the other account.

Payroll is the interface that needs to track all the details of that so it's of no import in QBO...unless of course you reside in one of the privileged regions of the world that does in fact run their payroll through QB - which we in South Africa have never been able to do. If that is the case just take your payroll away from Intuit and let another system handle that and post a monthly summary journal across. and the monthly bulk payment (you can just label it "operations transfer" to make it even more opaque for unauthorised eyes)  

EmmaM
QuickBooks Team

MY STAFF CAN SEE OUR BANK ACCOUNT DESPITE IT BEING ON STANDARD USER LIMITED ACCESS, HOW DO I REMEDY THIS?

Hello Rahman, Thanks for your detailed comments. The standard user when restricted to the purchase side will have access to expenses. We fully take on board your points on this. At present there is no changes to that user type and what they can access though it has been requested to the product developers.

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