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ADU-Builder
Level 1

Is it possible to add a "view only" user that can only see projects and associated data? In other words I want them to be able to see their project but not our whole company data/balance sheet.

We are running a cost-plus job and the client has requested the ability to quickly see where we are in terms of expenses, payments from him, and any markup he has paid to date. I know I can add a limited user but I would want to limit it even more. All the "view only" user could see would be the details, expenses, payments, etc. associated with his project. 

1 Comment 1
ChristieAnn
QuickBooks Team

Is it possible to add a "view only" user that can only see projects and associated data? In other words I want them to be able to see their project but not our whole company data/balance sheet.

Hi there, ADU-Builder.

 

You're able to create custom users in QuickBooks to see or view the details, expenses, payments, etc. associated with his project. However, the option to view only or limit their access from accessing the Projects feature is currently unavailable.

 

When you add a Standard User to access Customers and Vendor activities or even to view projects, the system enables them to access all related information, transactions, and reports. For additional information, you can click this article: User types and user permissions in QuickBooks Online.

 

Please check this article to see steps on how you can transfer the Master Administrator role for your firm and to change user access:

 

 

I also recommend visiting our QuickBooks Blog. This way, you'll be guided with updates and newly released features in QuickBooks.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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