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T
TStL
January 17, 2024
Question

Hyperlinks from Enterprise

  • January 17, 2024
  • 1 reply
  • 1 view

There's a hyperlink in QuickBooks Enterprise that reads 'What is the View Permissions Report'.  It is linked to an article on the cloud version.   I can't find the report?

[removed]

1 reply

K
Kurt_MQuickBooks Team
QuickBooks Team
January 17, 2024

Hi there, @TStL.

 

We want to ensure we're providing you the details that you need to help you resolve your query. That said, can you tell us more about your query? Are referring to User and Roles tab that has a hyper link?

 

Feel free to comment below so we can respond as soon as possible. Keep safe.

T
TStLAuthor
January 17, 2024

Thank you for your quick response Kurt.

1. I am dismayed that a link embedded in QB Enterprise directed me to an article about QB Online.

2. I recall being able to print a report that shows the permissions associated with one or many roles.  I can't find that report and I hoped the hyperlink titled "~View Permissions Report" would remind me how to print it.

S
SheandLQuickBooks Team
QuickBooks Team
January 17, 2024

Hello there, @TStL. 

 

I can see how much this viewing this feature helps you out in terms of managing roles in your QuickBooks Desktop. Let me share some steps on resolving this concern about being able to view a report that shows the permissions associated with roles in QuickBooks Desktop (QBDT).

 

  1. Add QuickBooks Users.
  2. Invite Intuit account users.
  3. Use predefined roles.
  4. Create a new custom role.
  5. Review roles and permissions.

 

By following these steps, you can locate that specific report for roles in QBDT. Furthermore, I recommend visiting this article for more detailed steps: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Also, you can check this article if you want to match your bank and credit card accounts in QBDT: Reconcile an account in QuickBooks Desktop.

 

If you have further questions on viewing this report, you can always get back to us by posting here in the Community. We're always here, ready to assist you.

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