Edit inventory Item name by multiple users

peter_nam · ‎February 20, 2019

My company is using QBs Enterprise 18 with max 30 users. Recently, I have found that someone changed a name of one inventory item without notifying to any other users so that I could not find what was exact item name used before. Is there any way to track "who" changed a certain item name? When I looked at the quick report, I can see the transactions of invoice and sales order, but nothing about item name change.

Anonymous · ‎February 20, 2019

@peter_nam

RE: Do you think I can restrict user to have "creating" new item but not allowing "edit"?

Yes, this is easy to do and has been a feature since around the time Enterprise was launched about two decades ago.

Do do this, set up the user(s) with roles that allow creating items, but not editing them.

When setting up a custom role for this purpose it looks like this:

You'll need to check any roles the users currently have to ensure they don't have rights you don't want them to have.

View solution in original post

Anonymous · ‎February 20, 2019

No, there isn't a way to track who changed list records like items, names, accounts, and so on.

peter_nam · ‎February 20, 2019

Thank you for your comment. Do you think I can restrict user to have "creating" new item but not allowing "edit"?

Charies_M · ‎February 20, 2019

Hello there, peter_nam.

Thanks for responding and for sharing your thoughts with us.

Being able to restrict users to create a new item but without having the permission to edit it isn't possible in QuickBooks Desktop.

Since I want to make sure your suggestion gets to our product developers, I encourage you sending them feedback. This is a big help for us to determine the features that needs to be added to our product.

Here's how:

Choose the Help menu.
Click Send Feedback Online.
Select Product Suggestion.
Enter your feature request.
Click Send Feedback.

You can check for the latest features available in QuickBooks Desktop by following the steps provided below:

Go to the Help menu.
Click New Features.
Click What's New.

If there's anything else I can help you about managing users in QuickBooks Desktop, just let me know. I'd be more than happy to assist you further.

Anonymous · ‎February 20, 2019

@Charies_M

RE: Being able to restrict users to create a new item but without having the permission to edit it isn't possible in QuickBooks Desktop.

It is possible. And easy to do. And rather obvious. Do you not use QuickBooks?

RE: Since I want to make sure your suggestion gets to our product developers, I encourage you sending them feedback.

Why send the customer off to put in feedback for a thing that already exists?

Anonymous · ‎February 20, 2019

@peter_nam

RE: Do you think I can restrict user to have "creating" new item but not allowing "edit"?

Yes, this is easy to do and has been a feature since around the time Enterprise was launched about two decades ago.

Do do this, set up the user(s) with roles that allow creating items, but not editing them.

When setting up a custom role for this purpose it looks like this:

You'll need to check any roles the users currently have to ensure they don't have rights you don't want them to have.

emachbox · ‎July 25, 2023

Hello,

I read your reply that this is possible in QB Desktop but you didn't give instructions as to how. If you know how to do this PLEASE give instructions.

Thank you.

JamesAndrewM · ‎July 25, 2023

I'd be happy to share with you the steps to this.

Here is how:

Go to Company.
Select Users and click Set Up Users and Roles.
Go to Role List and hover over the role you want to apply this restriction.
Select Edit and click Lists.
Click Item List, then choose Partial and choose from Create Entrise, Modify Entries, Delete Entries, and Print List.

You can also utilize these articles to help you in the future:

Don't hesitate to post again here in the Community for further QuickBooks-related concerns. Have a nice day!

Topics

Training

Community

Resources

Edit inventory Item name by multiple users