Until this week, I was able to give Inventory Reports access to users. Now, they can only access Inventory Reports if they are a Company Admin or a Standard all access.

It's good to have you here, @DEPPEL.

To further help you, I'd like to know what specific inventory report you want them to access. Also, the kind of permission you give to the user.

Please come back for additional details. I'll be willing to lend a hand. Keep safe and have a good day.

They are unable to access the Product/Service Quick Report from the Products and Services page, choosing a product and then clicking on "Run Report". I, as an admin, can run that report but they cannot. One had built a custom Report that they had access to until this week and now all of a sudden they do not. I've attached a screenshot of the headers of the custom report they no longer have access to. 

As for user roles, I tried every single pre-built user roles as well as custom roles, and the only ones I found that allowed access to the report was Company Admin & Standard All Access. 

Thank you!

Thanks for clarifying the specific report you want your user to access, @DEPPEL. Let me share some details about how users can access the Product/Service QuickReport.

When adding a user to QuickBooks, you can limit their access to specific jobs. As an admin, you have the option to have them access the Product/Service QuickReport by choosing the right user role. I see that you've tried every pre-built user and custom role, only to find out that the allowed access to that report is the Company Admin & Standard All Access user.

As I've tried adding a user here on my end, I was able to set them up to access the QuickReport. You can use the Standard limited vendors-only role, then from the Reports section, click Sales and Customers. From there, you can see that this user can access the Product/Service QuickReport.

The same goes when choosing the Sales manager role, Standard limited customers only role, Standard limited customers and vendors role, etc. You can read this article for more information: User roles and access rights in QuickBooks Online.

Moreover, you've mentioned that you've set up a custom report that they had access to but all of a sudden they do not. In this case, their browser might be causing the problem. To rectify this, I recommend advising your user to refresh their QuickBooks account by logging out and logging in. You can also suggest them to log in to their account using a private browser. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache.

If it works in incognito, they'll need to clear the cache of the regular browser. This removes the history or log of sites to start with a clean slate. Otherwise, they can use other supported browsers as alternatives. 

In case there's information you want to add that is not available within QuickBooks, you can also export the report to Excel. From there, you can personalize your data further manually and send it to your users so they can see the updated details.

Leave your comment below if you have follow-up questions or concerns about assigning user roles and permission. We'll be around to help. 

Nicole,

Thank you for your response. However, these suggestions did not solve our problems. As I’d mentioned, when you are in your Products and Services page to view all of your inventory/products, and under the “Action” column, you choose “run report” in the drop-down menu, it will not allow you to view the transactions that have occurred with that particular item. Standard users get a “Something went wrong. We’re working on it” error message. When I am logged in as an admin, I have no problem viewing the report that way.

Changing browsers did nothing to fix them not being able to access the custom report they use every day. I had not changed their permissions, so there is no reason that they should now be unable to access their report. Any other suggestions?

I appreciate you getting back to this thread, DEPPEL. Allow me to route you to the best available support that can help resolve user access rights when running Product/Service QuickReport, so you can get back to business efficiently.

As I've tried your scenario on my end, I was able to access Product/Service QuickReport from the Product and Services page without any errors received. I've added a screenshot for reference.

In addition to that, you may consider exporting this report as a workaround and share this with your users, so they can access report data and updated item details.

Since the issue persists after performing the troubleshooting steps provided above, it's best to reach out to our Customer Care Team to review your account. This ensures to a have real-time assistance from our representatives, conduct further investigation, and provide additional inputs in resolving your concern. To do this:

1. Go to the Help icon and choose the Search tab.
2. Select Contact Us.
3. Describe your concern and click Continue.
4. Choose between Chat with us and Have us call you.

You may utilize this guide to help you save customization settings of your reports: Memorize reports in QuickBooks Online.

I'll always be around on this thread for any additional queries when running reports and user permissions in your file. Feel free to let me know any time in the comments below. Keep safe and have a great day ahead!

Thank you for your response, I have now spoke with 2 representatives on the phone and did a screen share with one of them as well. We have determined that after the recent update, the user no longer has access to the reports needed unless they are made a Company admin or Standard All Access user. That being said, it seems as though there is no solution to our problem without a developer change. Our work around is that I will email the report to the user daily for them to carry on with their business - inconvenient, but at least it is an option. 

Thank you for your response, I have now spoke with 2 representatives on the phone and did a screen share with one of them as well. We have determined that after the recent update, the user no longer has access to the reports needed unless they are made a Company admin or Standard All Access user. That being said, it seems as though there is no solution to our problem without a developer change. Our work around is that I will email the report to the user daily for them to carry on with their business - inconvenient, but at least it is an option. 

Thank you for your response, I have now spoke with 2 representatives on the phone and did a screen share with one of them as well. We have determined that after the recent update, the user no longer has access to the reports needed unless they are made a Company admin or Standard All Access user. That being said, it seems as though there is no solution to our problem without a developer change. Our work around is that I will email the report to the user daily for them to carry on with their business - inconvenient, but at least it is an option.