AR Access only to do reconsolidation

Hi there, Nhung. While QuickBooks Online does not have a specific feature that solely grants users access to Accounts Receivable (A/R) transactions and certain bank accounts, you can add your bookkeeper as an In house accountant to do the reconsolidation or reconciliation process.

The In house accountant role provides access to necessary accounting functions, which should facilitate the reconsolidation of your A/R transactions. This method ensures that your bookkeeper can carry out their tasks effectively.

To set this up, follow these steps:

1. Hover over the Gear icon, then Manage Users.
2. Complete the necessary details of the person you'll want to add.
3. Pick the In house accountant in the Assign Roles section.
   
4. Hit Send Invite. 
   
   

Please review the specific permissions associated with the role to ensure they align with what your bookkeeper needs to do.

Since the option for exclusive A/R access is currently unavailable, I recommend sharing your feedback with our product engineers regarding this feature. Your suggestions can influence future updates and improvements.

Here's how to send one:

1. Head to the Gear icon, then select Feedback.
2. Enter your ideas or recommendations in the box provided.
3. Once done, submit it.
    

Moreover, to know the maximum number of users you can add to your account, refer to this article: Usage Limits in QuickBooks Online.

For future reference, you can check out these articles as a guide to reconciling your accounts:

• Learn the reconciliation workflow
• How do I view, print, or export a reconciliation report?
  
  

Sharing your thoughts with our product engineers will initiate a review process that could lead to valuable product enhancements. With the workaround above, your bookkeeper can access your A/R transactions. If you have any further questions or need assistance with setting this up, I'm here to help. 

sorry. i wasn't cleared

i have 2 bank accounts in Quickbook. i only want to give access to Bank# 1 for staff to do reconsolidation. The AR Manager role will give them access to both of the banks which i dont want

Sorry i wasn't clear

i have 2 bank accounts linked in Quickbook. i only want to give access to Bank#1 so that staff can do reconsolidation. AR Manager role will give them access to both banks which i don't want.