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DanBu
Level 3

User Roles in Enterprise Suite can they be restricted to specific accounts?

Is it possible to allow a user role to access only ONE SPECIFIC account in the Chart of Accounts....or are permissions/access to the chart of accounts only on an "all or none" basis?

Thank you!

1 Comment 1
MelroseV
QuickBooks Team

User Roles in Enterprise Suite can they be restricted to specific accounts?

It's my priority to help you allow a user role to access the chart of accounts, DanBu. 

 

In QuickBooks Desktop Enterprise (QBDT), accessing the user roles for the specific account in the chart of accounts is currently unavailable. However, you can choose All or none to access. Let me guide you on how to do this.

 

First, let's create a new custom role:

 

  1. Go to Company.
  2. Select Users, then click Set Up Users and Roles.
  3. Click the Role List tab.
  4. Select New, then click the + Lists and Chart of Accounts.
  5. Enter the name in the Role Name.
  6. Under the ACTIVITY ACCESS LEVEL, you can choose NoneFull, or Partial to set the role's permissions.
  7. Click OK to save.

 

Next, you can add the role to the user:

 

  1. Go to Company.
  2. Click Users, then select Set Up Users and Roles.
  3. In the User List, click New.
  4. Type a name in the User Name.
  5. In the Available Roles section, select the name of the roles you created.
  6. Click Add.
  7. Select OK.

 

Moreover, utilize the solutions mentioned in these links to effectively manage login and restrictions, handle payroll activities, and grant permissions to access specific areas in QBDT:

 

 

If you have additional concerns regarding the managed user and roles, feel free to post them here in the Community space. Stay safe!

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