User Role not appearing in drop down list

Thughes160 · ‎April 15, 2025

I need to set someone up for Read Only access. When I researched, the QB On Line website said to choose the "View Company Reports" role. Yet when I try to set up such a user, this role does not appear in my drop down list of Roles.

Is there some trick to adding this type of User Role or can it even been done in a small company QB On Line version? Not sure how reply works, but it's "[email address removed]".

Thanks!

Tom

GenmarieM · ‎April 15, 2025

Let me provide you with insights about this, Thughes160.

Please note that the View company reports feature is only available in QuickBooks Online Plus and Advanced. If you are currently using QBO Simple Start or Essentials, we recommend upgrading your subscription to access this feature.

Here's how:

Go to the Gear icon, then Subscriptions and billing.
Click Upgrade your plan.
Choose either QBO Plus or Advanced and hit Choose plan.
Follow the on-screen directions to continue.

For additional information, please refer to this article: Upgrade or downgrade your QuickBooks Online.

Also, you can visit this article as your future help: Change the primary admin user in QuickBooks Online.

Lastly, you might consider utilizing our QuickBooks Live Expert Assisted service, which offers personalized guidance to help you stay organized and effectively manage your business finances.

If you have any further questions, feel free to reach out as the Community is always here to help.

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User Role not appearing in drop down list

User Role not appearing in drop down list

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