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Assigning roles and access to users in Enterprise Solutions.

I am a contractor and setting up a role for a Project Manager.  I want him to be able to look at A/R Reports, A/P Reports as well as job cost reports in detail.  If I give the role A/R and A/p then the labor costs are hidden from the job reports.  He needs to see labor costs also.  Any suggestions?

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Moderator

Re: Assigning roles and access to users in Enterprise Solutions.

Welcome to the Community, @carlabbrown.

 

Are you referring to the Job Costs reports? If so, the roles that can access these reports are the following:

 

  • External Accountant.
  • Finance.
  • Full Access.
  • View Only.

 

In your case, you may add the Finance role to the Project Manager's access so they can view the Job Costs reports. Here's how:

 

1. Go to the Company menu at the top.
2. Pick Users, then Set Up Users and Roles.
3. Enter your Admin password.
4. On the User List tab, select the Project Manager, then Edit.
5. Go to the Roles section.
6. Locate and click the Finance on the Available Roles, then Add.
7. Hit OK.

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Once done, he/she should be able to pull up any Job Costs reports. For additional information, consider checking out this article: QuickBooks Desktop Users and Restrictions.

 

Keep me posted on how everything goes in the comment. I'll be here if you need anything else. Have a great day!

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