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Experienced Member

user access

If a user with limited access is to do the credit card reconciliation, what kind of access must I give to that user?  In the user's access "Checking and Credit Cards", what level of access should the user have in order to do the reconciliation? 

1 Comment
Moderator

Re: user access

We can limit a user to selected areas of QuickBooks Desktop by changing their access rights, BBQ-Hut.

 

For Checking and Credit Cards and other pages, you can give the No Access level. 

 

You only need to give the Full Access level for Sensitive Accounting Activities Page 7 of 10 so the user can do account reconciliations.

 

You can also use these articles for reference:

I'll get back to you if you have follow-up questions about the level of access rights. Have a great day!