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NUMBERS3
Level 1

User Permissions

Can you create a user who only has permission to view reports and transactions during a certain period of time in your QB file?

Solved
Best answer March 24, 2023

Best Answers
BigRedConsulting
Community Champion

User Permissions

No, that's not possible.

View solution in original post

2 Comments 2
BigRedConsulting
Community Champion

User Permissions

No, that's not possible.

FateCandylaneT
QuickBooks Team

User Permissions

Thanks for reaching out here, NUMBERS3. 

 

I'll share additional details about the user role permissions in QuickBooks Desktop.

 

Yes, BigRedConsulting is right. The option to allow users to view reports and transactions within a certain period of time is unavailable. 

 

However, we can allow users to view-only on the reports available in the program. To do that:

 

  1. Go to the Company menu, then select Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Click on the Role List tab and select a role. Then, click Edit to review its permissions.
  5. In the Area and Activities section, select an area of your accounts. Modify the options NoneFull, or Partial to set the access level.
  6. Once you set the permissions, select OK to save.

 

For more detailed information, you can visit this reference:  Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Moreover, you can refer to this article to learn more about user restrictions and running reports in QBDT:

 

 

If you require additional assistance managing user roles and access, you're always welcome to add them below. Keep safe!

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