cancel
Showing results for 
Search instead for 
Did you mean: 
bcoffm00
Level 1

Quickbooks Enterprise Restricting Users

Ive been looking around inside quickbooks enterprise for a way to restrict certain roles to just see specific accounts in order to reduce complexity for some employees and give them access to just a few of our expense accounts when they create bills. Is there a way to restrict this currently?

1 Comment 1
jenop2
QuickBooks Team

Quickbooks Enterprise Restricting Users

Refining user access can lead to more efficient task management and a smoother accounting workflow, bcoffm00. Allow me to quickly answer your question about customizing access in QuickBooks Desktop Enterprise.

 

For now, there's no option to create user permissions that would only allow users to view specific expense accounts.

 

When creating Partial access to the Chart of Accounts and Vendors and Payables sections, you can only provide these types of access:

 

  • Create Entries
  • Modify Entries
  • Delete Entries
  • Print List
  • View Balance

 

You can read more details about user access in these articles:

 

 

While is option is currently unavailable, your employees can manually type in the name of the expense accounts in the Expenses column. This way, they don't need to scroll the entire list of accounts when creating bills. 

 

expense column.png

 

We actively encourage customer feedback to improve our software. Your suggestions are directly forwarded to our engineering team for review. This collaborative approach helps us develop more robust features that meet user needs.

 

Here's how to send feedback from your company file:

 

  1. Go to the Help menu and look for Send Feedback Online.
  2. Click Product Suggestion.
  3. Choose the Product Area of your suggestion.
  4. Enter your feature suggestion in the designated fields and complete the form accordingly.
  5. Click Send Feedback.

 

Let me also give you this article that provides more information about using QuickBooks in a multi-user mode: Features available and tasks you can perform in single or multi-user mode in QuickBooks Desktop.

 

Lastly, let me share these resources just in case your employees need additional guidance when recording bills in the software:

 

 

Don't hesitate to get back here if you have other questions about user management or changing settings in your company file. We're here to provide immediate and personalized assistance.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us