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Is there a way to create multiple (roll up?) P&L reports within one company? Akin to tracking the work of different franchise locations? I'm using QBO Plus. Thanks!

 
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Best answer May 06, 2020

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Moderator

Is there a way to create multiple (roll up?) P&L reports within one company? Akin to tracking the work of different franchise locations? I'm using QBO Plus. Thanks!

Thanks for the additional information, postinopete.

 

We can add a user with a Reports only access. They can access all reports except for payroll data. Here's how you can add a user:

  1. Click the Gear icon in the upper-right corner and select Manage users.
  2. Click Add user and select Reports only.
  3. Click Next and enter the user information.
  4. Click Save.

You can also use these links for reference:

Let me know if you need additional assistance with this. Have a great day!

View solution in original post

4 Comments
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Community Champion

Is there a way to create multiple (roll up?) P&L reports within one company? Akin to tracking the work of different franchise locations? I'm using QBO Plus. Thanks!

You can use Class and/or Location tracking

Highlighted
Level 1

Is there a way to create multiple (roll up?) P&L reports within one company? Akin to tracking the work of different franchise locations? I'm using QBO Plus. Thanks!

To be more specific, I should say, I'd like to set up a roll up account/class/location so someone with 'standard user' access can create bids and view the P&L for that location/class only. I don't want him looking into the larger company's details. Is that possible, to have classes with restricted access to that class only?

Highlighted
Level 1

Is there a way to create multiple (roll up?) P&L reports within one company? Akin to tracking the work of different franchise locations? I'm using QBO Plus. Thanks!

To be more specific, I should say, I'd like to set up a roll up account/class/location so that someone with 'standard user' access can create bids and view the P&L for that location/class only. I don't want him looking into the larger company's details. Is that possible, to have classes with restricted access to that class only?

Highlighted
Moderator

Is there a way to create multiple (roll up?) P&L reports within one company? Akin to tracking the work of different franchise locations? I'm using QBO Plus. Thanks!

Thanks for the additional information, postinopete.

 

We can add a user with a Reports only access. They can access all reports except for payroll data. Here's how you can add a user:

  1. Click the Gear icon in the upper-right corner and select Manage users.
  2. Click Add user and select Reports only.
  3. Click Next and enter the user information.
  4. Click Save.

You can also use these links for reference:

Let me know if you need additional assistance with this. Have a great day!

View solution in original post

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