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kkmcpa
Level 1

How can I allow a manager to run reports of hours by customer, but not see the primary admins total hours?

I'd like to allow a manager to run reports by client so she can bill properly once a client has been completed. We currently do not use projects and just track our hours by customer. I don't want her to be able to see my total hours each week, but if I worked on a client then I want my house to show up in that report. How can I do this?

1 Comment 1
AntoniettaE
QuickBooks Team

How can I allow a manager to run reports of hours by customer, but not see the primary admins total hours?

In QuickBooks, giving a team member access to run client-specific hour reports will also allow them to see all employees' total hours, Kkmcpa. Allow me to provide more information about this.

 

Restricting specific data on reports is unavailable in QuickBooks Online (QBO). As a workaround, if you are using QBO Advanced you can create a custom role to allow the manager to access the report for hours per client. You can follow these steps:

 

  1. Go to Settings and select Manage users.
  2. Click the Roles tab, then select Add role.
    image (3).png

  3. Enter a Role name and Role description.
  4. In the Sales tab click InvoiceReceive payments, and Sales orders.

    image (4).png

  5. Scroll down select the Lists and click Customers.
    image (5).png

  6. In the Reports tab, choose Sales and Customer.

    image (6).png

On the other hand, if you are using QBO Essential and Plus there is no option to customize the roles.

 

Moreover, you can visit this article to learn ways to customize your reports and get the most out of your financial reports: Customize reports in QuickBooks Online.

 

If you're using QuickBooks Online Essentials or Plus, Consider upgrading to QuickBooks Advanced today to access the custom roles feature. This upgrade will enable greater flexibility and control over user access, enhancing the management of your QuickBooks environment.

 

Your satisfaction is our top priority. If you require any additional assistance with your reports, please feel free to reach out. We are here to help.

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