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Tim Bradley
Level 1

How do I give a user permission to write checks without being able to view the bank balance?

How do I give a user permission to write checks without being able to view the bank balance?

1 Comment 1
Candice C
QuickBooks Team

How do I give a user permission to write checks without being able to view the bank balance?

Hello, @Tim Bradley.

 

It's always nice to see a new face in the Community. I'm here to help you give a user permission to write checks but not be able to view the bank balance. 

 

We would need to set up a role for this to work, but you're in luck! It's a very easy process.

 

1. Go to Company.

2. Select Users and then Set Up Users and Roles.

3. Click the Role List tab and then the New button.

4. Enter the name of the role in the Role Name field. Note: You can name this anything you want. 

5. Assign access levels. Note: They need to be able to write and modify checks, then go to the banking section and turn off the view for bank registers and bank feeds. 

6. Choose OK

 

If you have any more questions, please don't hesitate to ask. Have a wonderful day. 

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