Giving check writing access without giving access to view bank balances

Hello there, 3500Reading.

Let me share some information to help move forward about adding user access to your employee.

QuickBooks Enterprise allows you to add and customize the access for different user roles. For the permission mentioned above, go to the Users and Roles window to accomplish this task. From there, select the appropriate role list. I’ll guide you on how to do this in your company.

1. Press the Company menu at the top bar to choose Users and Set Up Users and Roles.
2. In the Users and Roles window, tap the User List tab and tap the New menu.
3. Type the user’s name and password in the appropriate fields.
4. In the Available Roles section, pick the role you wish to assign for the employee and then hit the Add button.
5. Click OK.

Check out these articles, for an overview on how to manage roles, add users, and restrict the permission level.

• Create and manage roles in QuickBooks Desktop Enterprise
• QuickBooks Desktop Users and Restrictions

Feel free to visit the Community again if you have other concerns or questions. I’ll be around to help and make sure you’re taken care of. Have a great day ahead.

Can you give a user access to write checks without giving them access to view the bank balances in QBO Plus or Advanced?

Hello there, tkolheim.

With custom roles, you can manage user access in QuickBooks and give users only the access needed for their role. The option to specify the user role is unavailable. For QuickBooks Online Plus and Advanced, you can limit access to Vendors alone. However, they can view, create and edit vendor-related transactions, reports and data. 

For more details in handling user permissions, you can use these references: 

• User roles and access rights in QuickBooks Online
• Add and manage custom roles in QuickBooks Online Advanced

Let me know if you have other questions. Take care!

This does not answer the question on what permissions need to be included and/or excluded to give check writing privliages without balance details.  

Hi Calima,

Welcome to the QuickBooks Community, and thank you for jumping in on the thread. Allow me to clear this up.

The option to give an employee access to write checks without letting him see the bank registers or view their balances is not available. I understand that account balances are very sensitive information, so I suggest sending feedback from your QuickBooks company about this. That way, our engineers will know how much you need such an option.

For QuickBooks Desktop:

1. From the Help menu, select Send Feedback Online.
2. Select Product Suggestion.
3. In the Product Area, choose Setup and Preferences.
4. Enter your suggestion.
5. Read the short note to know how we handle suggestions.
6. Click Submit Feedback.

For QuickBooks Online:

1. Click on the Gear icon.
2. Choose Feedback,
3. Enter your suggestion and click Next.

Let me know if you have more concerns about access rights or anything about QuickBooks. Take care and have a good one.

Did you ever receive an acceptable response to this? I am having the same problem.