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QuickBooks Accountant Desktop. I did an audit run and noticed as user it says external accountant. Is this correct?

I don't know if I am doing this right.  But, I did an audit run for the day and noticed it listed the user as external accountant which is not correct.  It should be an in house user.  Do I have a problem?

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Best answer 11-13-2018

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Moderator

Re: QuickBooks Accountant Desktop. I did an audit run and noticed as user it says external accoun...

Hi there, DebbieGrandee.


Thank you for visiting the QuickBooks Community. I'd be happy to help share some information about the details that show in the audit trail report.


The usage of roles that shows on that report depends on the permission granted to each user or role. To verify the user's role, you can run the View user access report.

 

At this time, only the Admin can view the permissions granted to each user/role.


Here's how:

  1. At the top menu, select Company.
  2. Select Setup Users and Passwords then click Set Up Users.
  3. Highlight the user, then click View User.
  4. Click Edit User.

That report should show in which areas that user has access in your company file. However, if the permission granted is not correct, the Admin can edit the user's access.


Here's how:

  1. At the top menu, select Company.
  2. Select Setup Users and Passwords then click Set Up Users.
  3. On the User List window, select the username.
  4. Click Edit User.

For more details, please check out the articles below for your guide: QuickBooks Desktop Users and Restrictions.


If you need to reach out for more help our phone agents will be able to help you get to a resolution quickly.


Here's how you can reach them:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select your QuickBooks Desktop version at the top right.
  3.  Select a topic.
  4. Click the green Get Phone Number button to see the support number.

Let me know if you have any other questions about editing the user's information. Simply add a comment below, and I'll get back in this thread to help you further.

View solution in original post

1 Comment
Moderator

Re: QuickBooks Accountant Desktop. I did an audit run and noticed as user it says external accoun...

Hi there, DebbieGrandee.


Thank you for visiting the QuickBooks Community. I'd be happy to help share some information about the details that show in the audit trail report.


The usage of roles that shows on that report depends on the permission granted to each user or role. To verify the user's role, you can run the View user access report.

 

At this time, only the Admin can view the permissions granted to each user/role.


Here's how:

  1. At the top menu, select Company.
  2. Select Setup Users and Passwords then click Set Up Users.
  3. Highlight the user, then click View User.
  4. Click Edit User.

That report should show in which areas that user has access in your company file. However, if the permission granted is not correct, the Admin can edit the user's access.


Here's how:

  1. At the top menu, select Company.
  2. Select Setup Users and Passwords then click Set Up Users.
  3. On the User List window, select the username.
  4. Click Edit User.

For more details, please check out the articles below for your guide: QuickBooks Desktop Users and Restrictions.


If you need to reach out for more help our phone agents will be able to help you get to a resolution quickly.


Here's how you can reach them:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select your QuickBooks Desktop version at the top right.
  3.  Select a topic.
  4. Click the green Get Phone Number button to see the support number.

Let me know if you have any other questions about editing the user's information. Simply add a comment below, and I'll get back in this thread to help you further.

View solution in original post

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