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Join nowHi,
Can I customize "Limited access"?
I want employees to access only accounts relevant to their job.
Can I grant access to one user to see bank account "A" and to a different user bank account "B"?
Same goes for Assets, Income and Expense accounts etc.
Your help would be greatly appreciated.
Hi Jacob!
We can only choose the access levels to bank accounts. It's whether a user has no access or has full access. We're unable to break down the access level to specific bank accounts. The same thing applies to Assets, Income, Expense, and other accounts types.
This would be a great option though. I'd encourage to suggest this from your company file by going to the Help menu and choosing Send Feedback Online.
Feedback helps us a lot. We use it to gather ideas from users so we'll know what they need in QuickBooks for their business.
Feel free to add a comment below if you have questions.
Thanks for your reply.
How about QB Enterprise, would it be possible to customize limited access the way I want there?
Hello there, jacob5.
Thanks for coming back. Let's get this straightened out for you.
The option to customize limited access specific for an employee to access only accounts relevant to their job is not possible in QuickBooks Desktop Enterprise.
I'm also looking forward of having this feature soon. I'll make sure to post here in the Community once there are updates about this feature.
For now, here's an article that you can read through to know more about customizing roles in QuickBooks Desktop Enterprise: Create and modify roles in QuickBooks Enterprise.
There you have it. You can always drop any comments or suggestion here or if you have additional questions about user roles. I'll be sure to help.
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