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davispatti
Level 1

Can I hide Bank Account Balance from users on my QBO

 
1 Comment 1
JenoP
Moderator

Can I hide Bank Account Balance from users on my QBO

I'll help with your question about user access and permission in QBO, davispatti.

 

Yes, you can hide bank account details from certain users. Just make sure that the access they're given is Standard or Limited (either customers or sales area). Standard or Limited types of uses can't view bank registers.

 

Here's how to edit a user access:

 

  1. Go to the Gear icon and click Manage Users.
  2. Look for the user that you want to edit, the click the Edit link under the Action column.
  3. Select the type of access you want.
  4. Click Save.

More details about editing and managing user's access can be found in these articles: 

 

Let me know if you need additional help when editing or changing preferences in your QBO account.

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