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Lucy 2
Level 1

Client (end user) editing issues

Hi we have online accountant.

 

when we enter a new client onto QuickBooks but then add the client as a user we set them as a standard user with rights to edit and change company information.

 

when they change or add anything or want to set up upload images to set up invoices it’s comes back with errors but no stated Error.

 

really don’t want to be setting a client user as an admin until they have had sufficient training and are comfortable with it.

 

ive suggested the normal turn off firewall l, try a different browser.

 

I need this issue sorting as there will be a lot more being added shortly.

 

 

1 REPLY 1
AileneA
QuickBooks Team

Client (end user) editing issues

Hi, Lucy 2. 

 

Thank you for reaching out to the Community. Have you tried clearing the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.     

 

If the issue persists, I'd recommend contacting our Customer Care Team. A specialist can securely look up your account and further investigate the root cause of this issue.     

 

You might also want to check this article to learn how to add and manage user in QuickBooks Online

 

Please don't hesitate to leave a reply below if you have additional questions. We're always here to help. Stay safe!

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