How can I set up a QBO user profile to view data but not make changes or new entries? We are a non-profit and want to allow the past treasurer to monitor books.

Hi there, @EQuilter.

You can use the Report only level of access to your past treasurer. In this access, they can only view the reports, excepts ones that show payroll or contact info.

Let's follow these steps to set up this access:

1. Go to the Gear icon and select Manage Users.
2. Select Add user.
3. Choose Reports only under the These don't count toward your user limit section, then click Next.
4. Enter your new user’s name and email address, then select Save.

You can also change or remove a user's access at any time in QBO.

To know more about the types of billable users and access in QuickBooks, please check this article: User types in QBO.

Please let me know if you need further assistance with your QuickBooks account. Just click the reply button and I'll be there to help.

I tried to change user that I set up and did not see the option.

She is a Standard User, when I click on Edit, all I can change is the name.  

I will delete and re-enter the user.

Hello there, @EQuilter.

Let me guide you on how to change the user type in QuickBooks.

Here's how:

1. Go to the Gear icon.
2. Under Your Company, select the Manage User.
3. Choose the user's name.
4. Under Action, click Edit.
5. In the User type section, click the drop-down menu.
6. Select the Reports only.
7. Click Save.

For more details, you can check this ink: 

https://quickbooks.intuit.com/learn-support/en-us/delete-users/add-delete-or-change-user-access/00/1...

Let me know if you have any other concerns. I'm always here to help!

I am the admin for QuickBooks Online.  After choosing edit, there are only two options on dropdown menu-

View user activeity

or Delete

How can I make changes in QBO?

Hi there, EQuilter.

You'll need to click the Edit link to show the option in changing the user type. From there, you can choose Reports only.

I'll provide screenshots for visual reference:

If you don't have the option to change the user type to Reports Only, I suggest deleting and recreating the user you've set up. Follow the steps provided by my colleague above on how to perform the steps.

Please check these articles how to manage who can access your books and different user types and levels of access in QuickBooks Online:

• Add, delete, or change user access.

• Learn about user types in QuickBooks Online.

Please let me know if you have others question related with QuickBooks. I'm always here to help you!