There's a way to restrict a user from accessing your register, pankratztrucking.
The Standard user type can permit limit access but can't view your bank accounts. Please check out this article for details: Get To Know User Types and Permissions.
To set up a new Standard User, please follow these steps:
Refer to this article for the steps: How To Add, Delete, or Change a User's Access.
Let us know if you have more questions.
Even if "STANDARD USERS", they can still view the "Transaction Details" by Account or Date (ie Salaries, or any kind of posting transaction).
So there's no use of restricting the USERS in QB.
Let me share additional information about the multi-user access in QuickBooks, @ctallod.
Restricting your user's access depends on the specific role and task they have to perform. You can limit the access granted to your Standards users. Yes, they can see the Transaction Details by Account report. However, they can't view your bank's register.
Also, you can add them as a Standard user but they can't use any of the accounting features in your account. You can use this article for more insights: You can do WHAT in QuickBooks? Enabling multiple users.
Leave your comments below if you have other questions about customizing the user access level in QuickBooks. I'm always here to help.
YES, you can restrict them on specific role. But though, they can't view your bank register, still your bank is included in your "Transaction Details by Account".
Please note that there are some information in the "Transaction Details by Account" which shouldn't be shown with your "Standard Users" (ie. banking transaction). I can prove it because I'm having difficulty on how to restrict my users in accessing the "Transaction Details by Account".
I had a related question and thought this thread would be a good place to ask.
Can a user, who has permissions to create invoices, be limited to a subset of customers? My guess is no, but wanted to check with the experts here.
If not, would it be possible to create a sub account under the Chart of Accounts, and tie a customer to the sub account, and limit the user to that sub account? Or are there any other workarounds for this?
Good morning, @b0bb.
Thanks for posting here in the Community.
At this time, QuickBooks Online doesn't have the option to tie a customer to a sub-account. I'm going to submit feedback to our Product Development Team to review and consider making this an option soon.
You can check out this detailed article as it has further information about user permissions: User types and user permissions in QuickBooks Online.
For now, QuickBooks Online Advanced has a lot of different customization features like banking, sales, payroll, and more. You can refer to this article: Add and manage custom roles in QuickBooks Online Advanced.
If you have any more questions, I'm always here to help. Have a safe and productive rest of your day!
Thanks Kendra. This is a make or break feature for us, and the one thing that may require us to move away from QB if there's no workaround and if it's not part of a future release. Please let me know what you find out.
Hi there, GT1000.
I'm here to share some insights about how access levels work in QuickBooks Desktop Enterprise.
Currently, we're unable to set up a restriction that allows access to specific customers or customers' sales history only. Once you provide access to the Customers & Receivables section to your sales representatives, they'll be able to view all the customers.
Please know that we roll out updates based on the customers' requests. Rest assured, we're taking note of all your suggestions and ideas to improve your QuickBooks experience.
Additionally, these are the only activities in the Customers & Receivables section that we're able to set up restrictions:
To learn how to customize the access for different user roles, you can read these articles:
As always, I'm just a post away if you have any other concerns or follow-up questions. Have a great rest of the day.
Yes - we have this same need. I think it is crazy that you cannot restrict access to users to specified customers. We even tried by setting up "Type" of customer. Still cant restrict. Seems silly.