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aaronharris49
Level 1

I need to access payment info and update. It states I don't have the permission to view subscription

 
1 Comment 1
LouiseG
QuickBooks Team

I need to access payment info and update. It states I don't have the permission to view subscription

Viewing the subscription details depends on the specific access rights and role that have been assigned to you, Aaron. Let me provide some information about this matter.

 

In QuickBooks Online (QBO), when you add a new user to your account, the platform provides a unique feature that allows you to customize their access through roles and permissions. As you set up a user, you can define their responsibilities by choosing from various role options.

 

This functionality is designed for businesses as it enables the effective management of who can view sensitive financial information, edit records, or perform transactions, ensuring each user has the appropriate level of access tailored to their duties.

 

If you are the primary or company admin of the account, you'll have the ability to view the subscription. If not, you can verify your role with the administrators, and if you wish to request a modification to your access, please note only the administrators have the capability to implement such changes.

To check, you can follow these steps:
 

  1. Navigate to the Gear icon.
  2. Select Manage Users.
  3. Locate the user's name listed under the Role column.

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For more information, you can refer to this article: User roles and access rights in QuickBooks Online and Intuit Enterprise Suite.

 

Also, to improve your QuickBooks experience, or if you need assistance with the a specific task or managing your account, don't hesitate to reach out to our  QuickBooks Live Expert Assisted team. These specialized professionals are available to assist you with all your business needs.

 

Moreover, you can visit this material to track changes made within the software: Use the audit log in QuickBooks Online.

 

Overall, this feature significantly enhances the security protocols within your system and plays a crucial role in maintaining structured and organized control over your business operations and data. If you have any other concerns or questions, you can always revisit to this page and I'm always here to back you up.

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