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Level 1

User management - Add, delete, or change a user's access

I am the current treasurer of a non profit and have run the books for 15 years on another accounting system. In January 2019 a new treasurer will begin and will be using Quickbooks online. I have used older versions of quickbooks desktop; however, we are having a problem with the new treasurer setting up access so that I can help.

 

We first started with the Accountant user and I was able to see the company; however, there was no access to the data. I understand that he did give me all permissions. 

 

We then attempted to set me us as a general user (using a different email address); however, NOTHING shows up. I did get and respond to his invite.

 

All I want to do is view his reports. I can tell his initial journal entries are probably wrong and would like to point him in a better direction.

 

Any suggestions?

 

John Sullivan

1 Comment
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Community Champion

User management - Add, delete, or change a user's access


Something does seem strange. As an Accountant user, and setting up your free QBOA account you would have more than full access to the account. Not just reports but all levels of data entry and user management. There is no less than full master admin level for an accountant user, the privs cannot be reduced or modified.

 

A reports only user can only view reports and not the underlying data so I doubt that level of access would do you much good. I would suggest that he edit your user profile to remove any restrictions and try again.

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