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Are the names of individual accountant firm users masked from clients on bank reconciliation reports?

Individual accountant firm users are masked from the client view in the audit log.

Is there a similar functionality in place for bank recs or a plan to do so? From the accountant side I can see who performed the bank recs and I’m wondering if the client sees that as well or if the firm name shows up.

1 Comment
QuickBooks Team

Hello there, @Gina Robertson, I can clarify this for you....

Hello there, @Gina Robertson,


I can clarify this for you.


Your client can only see the name of the firm who perform the bank reconciliation or made any changes. QuickBooks won't show any user details.


If you need to add, edit, or remove client access for a firm team member, check this out: How to manage client access for the firm team member. This article will also help you assign a new lead.


Should you have follow-up questions, please let me know. I'm always around whenever you need help.

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