Is it possible for a user that has a limited report view only access on Quickbooks to refresh the bank feeds? With open banking these need to be refreshed every 90 days and I am wondering what the easiest solution is to give access to our clients to enable them to do this but also to ensure that they don't start posting transactions themselves. Appreciate some feedback on how other people are managing this. Thanks.
Hello Stephen :waving_hand:, Thanks for reaching to the Community,
It's not possible for a user who is reports only to update Bank Feeds as they are limited to reports. There is the option of Standard user however as a standard user they are able to create transactions, and when filtering the access rights you end up losing the facility to update/refresh Bank feeds. You can leave feedback for our product engineers to see if this is something they can build into the product. Thanks
When you logged in to your Quickbooks account if you go to the cogwheel>feedback. there you can write what you think QuickBooks should get and it gets sent straight to our product enginers as well. We will pass this feedback on as well to them. Thanks
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
We have to collect some data when you use this website so it works and is secure. We'd also like your consent to collect data to study how people use our site. Doing so helps us improve our services and allows us to tailor the marketing you see on our site. Select 'Accept cookies' to agree or 'Cookie settings' to choose which cookies we use. You can change your mind at any time by clicking the 'Manage Cookies' link.
Choose your cookie preferences
Some cookies are needed to make our website work and can't be turned off. But we need your consent to use others that are not essential. You can make your choices below and update them at any time using the 'Manage Cookies' link. To find out more, visit our Cookies Policy.
These cookies are necessary for the site to function. They also help us keep your data safe.
These cookies allow us to enhance your experience and remember your preferences, region or country, language, and accessibility options.
These cookies tell us how customers use our website. We study and organize this data to help us optimise our content and provide you with personalised experiences.
These cookies help us provide you with relevant communications and ads in our products and on other sites.